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
76
$2.21M 0.3%
37,230
+262
77
$2.18M 0.3%
25,145
-394
78
$2.15M 0.29%
77,202
-1,744
79
$2.15M 0.29%
58,940
+11,372
80
$2.1M 0.29%
13,280
+313
81
$2.05M 0.28%
+24,481
82
$2M 0.27%
29,225
-191
83
$2M 0.27%
49,500
84
$1.99M 0.27%
23,135
-12,311
85
$1.98M 0.27%
13,877
-478
86
$1.96M 0.27%
40,987
+8,257
87
$1.94M 0.26%
24,427
+702
88
$1.94M 0.26%
7,832
+1,187
89
$1.89M 0.26%
11,501
-87
90
$1.89M 0.26%
37,516
-24,272
91
$1.86M 0.25%
13,277
-323
92
$1.83M 0.25%
6,111
+178
93
$1.83M 0.25%
19,823
-371
94
$1.81M 0.24%
11,485
-940
95
$1.77M 0.24%
113,134
-81,928
96
$1.73M 0.23%
13,545
+90
97
$1.64M 0.22%
20,342
-540
98
$1.62M 0.22%
14,300
-46
99
$1.6M 0.22%
59,478
+12,765
100
$1.59M 0.22%
5,647
-97
2 3
4
5 6