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
$699M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.51M
3
+$3.5M
4
EVRG icon
Evergy
EVRG
+$2.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M

Top Sells

1
+$15.7M
2
+$14.7M
3
+$8.06M
4
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$6.89M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$4M

Sector Composition

1 Financials 13.92%
2 Energy 12.32%
3 Healthcare 10.09%
4 Technology 8.25%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.3%
48,276
-5,679
77
$2.1M 0.3%
25,223
-731
78
$2.1M 0.3%
30,184
-3,130
79
$2.08M 0.3%
23,439
-185
80
$2.07M 0.3%
59,188
-75,614
81
$2.07M 0.3%
22,348
+663
82
$2.06M 0.29%
69,922
+34,690
83
$2.04M 0.29%
46,391
+9,642
84
$2.02M 0.29%
106,033
-8,719
85
$2.01M 0.29%
17,930
-2,113
86
$1.98M 0.28%
30,548
+2
87
$1.82M 0.26%
191,832
-9,336
88
$1.81M 0.26%
32,635
+301
89
$1.8M 0.26%
9,342
+326
90
$1.8M 0.26%
52,380
-822
91
$1.78M 0.25%
10,832
-21
92
$1.76M 0.25%
35,000
+1,339
93
$1.75M 0.25%
15,533
+198
94
$1.73M 0.25%
11,404
+757
95
$1.7M 0.24%
96,165
+93
96
$1.7M 0.24%
9,656
-640
97
$1.68M 0.24%
43,808
+1,412
98
$1.64M 0.23%
99,332
-2,266
99
$1.63M 0.23%
6,636
+24
100
$1.61M 0.23%
5,451
+165
2 3
4
5 6