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
$654M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$5.56M
3
+$3.52M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$3.21M
5
NE
Noble Corporation
NE
+$2.03M

Top Sells

1
+$4.99M
2
+$4.98M
3
+$3.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.4M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.94M

Sector Composition

1 Healthcare 12.01%
2 Financials 11.07%
3 Technology 7.4%
4 Consumer Staples 6.13%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.34%
30,188
77
$2.2M 0.34%
36,243
+997
78
$2.19M 0.33%
91,059
-654
79
$2.17M 0.33%
24,478
+11,696
80
$2.15M 0.33%
284,968
-43,608
81
$2.15M 0.33%
31,137
+5,771
82
$2.15M 0.33%
16,615
+150
83
$2.11M 0.32%
60,612
-56,182
84
$2.05M 0.31%
38,231
+5,758
85
$2.04M 0.31%
17,910
-2,221
86
$2.03M 0.31%
39,500
+100
87
$2.03M 0.31%
14,432
-2,216
88
$2.01M 0.31%
36,926
-2,408
89
$1.93M 0.3%
29,019
-536
90
$1.91M 0.29%
51,356
-14,759
91
$1.9M 0.29%
16,599
-4,766
92
$1.89M 0.29%
127,797
-5,085
93
$1.78M 0.27%
42,010
-1,000
94
$1.77M 0.27%
78,475
-13,400
95
$1.76M 0.27%
7,645
+1,672
96
$1.75M 0.27%
117,398
-113,760
97
$1.75M 0.27%
7
98
$1.74M 0.27%
68,657
+8,413
99
$1.66M 0.25%
15,015
+3,986
100
$1.65M 0.25%
56,063
2 3
4
5 6