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
$623M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$13.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$8.81M

Top Sells

1
+$7.49M
2
+$5.68M
3
+$5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.93M

Sector Composition

1 Consumer Staples 14.76%
2 Energy 14.46%
3 Consumer Discretionary 3.39%
4 Healthcare 3.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.25%
190,536
-3,156
77
$1.57M 0.25%
39,042
+10,932
78
$1.55M 0.25%
7,633
+6,272
79
$1.55M 0.25%
107,616
+1,002
80
$1.51M 0.24%
12,719
-106
81
$1.48M 0.24%
9,661
+5,955
82
$1.47M 0.24%
25,870
+6,420
83
$1.39M 0.22%
10,350
+7,000
84
$1.39M 0.22%
60,658
+20,580
85
$1.38M 0.22%
+26,515
86
$1.36M 0.22%
24,032
+12,202
87
$1.35M 0.22%
20,895
+9,662
88
$1.28M 0.21%
61,100
89
$1.28M 0.21%
19,556
-2,716
90
$1.27M 0.2%
28,312
+3,049
91
$1.22M 0.2%
14,765
92
$1.15M 0.19%
27,437
-37,286
93
$1.15M 0.18%
16,510
-7,528
94
$1.12M 0.18%
22,955
-1,256
95
$1.11M 0.18%
17,050
96
$1.11M 0.18%
+13,661
97
$1.1M 0.18%
76,230
+1,050
98
$1.08M 0.17%
+20,475
99
$1.07M 0.17%
13,512
+280
100
$1.05M 0.17%
25,930
+870
2 3
4
5 6