FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$3.8M
3
+$3.61M
4
MDT icon
Medtronic
MDT
+$2.19M
5
T icon
AT&T
T
+$2.13M

Top Sells

1
+$23.3M
2
+$4.66M
3
+$2.78M
4
SPR icon
Spirit AeroSystems
SPR
+$2.5M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.93M

Sector Composition

1 Financials 13.64%
2 Healthcare 12.01%
3 Energy 10.29%
4 Technology 9.24%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.98M 0.4%
38,654
+131
52
$2.97M 0.4%
28,617
+14,213
53
$2.91M 0.39%
36,676
-456
54
$2.83M 0.38%
48,733
+2,583
55
$2.77M 0.38%
14,569
-393
56
$2.73M 0.37%
27,767
-503
57
$2.72M 0.37%
95,183
+16,089
58
$2.71M 0.37%
25,437
-191
59
$2.63M 0.36%
95,482
-4,306
60
$2.62M 0.35%
58,135
-21,043
61
$2.6M 0.35%
51,887
+8,635
62
$2.5M 0.34%
12,633
-2,500
63
$2.49M 0.34%
37,266
+456
64
$2.48M 0.34%
133,250
-15,778
65
$2.45M 0.33%
81,372
-200
66
$2.45M 0.33%
41,441
+454
67
$2.4M 0.33%
89,412
-5,886
68
$2.38M 0.32%
44,073
+1,338
69
$2.34M 0.32%
77,147
-5,172
70
$2.34M 0.32%
93,108
-34,380
71
$2.29M 0.31%
70,530
-18,234
72
$2.29M 0.31%
56,860
-88
73
$2.27M 0.31%
102,282
-124,996
74
$2.24M 0.3%
26,637
+494
75
$2.23M 0.3%
138,960
-800
1 2
3
4 5