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
$1.3B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.6M
3
+$6.14M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$3.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.82M

Top Sells

1
+$13.3M
2
+$9.82M
3
+$7.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.27M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.94M

Sector Composition

1 Financials 13.11%
2 Technology 9.45%
3 Healthcare 7.4%
4 Consumer Staples 5.1%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.57M 0.27%
16,157
-5,779
77
$3.53M 0.27%
39,773
+96
78
$3.46M 0.27%
54,050
-1,951
79
$3.44M 0.26%
+42,539
80
$3.36M 0.26%
15,876
+1,038
81
$3.31M 0.25%
9,309
+1
82
$3.3M 0.25%
23,200
83
$3.28M 0.25%
62,251
+23,131
84
$3.26M 0.25%
129,754
+23,654
85
$3.21M 0.25%
9,101
-50
86
$3.1M 0.24%
53,700
87
$3.04M 0.23%
11,933
+150
88
$3.02M 0.23%
15,903
-57
89
$2.94M 0.23%
62,992
+1,674
90
$2.87M 0.22%
135,972
-1,980
91
$2.83M 0.22%
35,304
-86,714
92
$2.79M 0.21%
85,753
+17,650
93
$2.71M 0.21%
43,971
+249
94
$2.56M 0.2%
118,505
+1,710
95
$2.46M 0.19%
11,002
-241
96
$2.45M 0.19%
27,045
-50,348
97
$2.41M 0.19%
10,406
-185
98
$2.34M 0.18%
11,468
+45
99
$2.32M 0.18%
5,856
+80
100
$2.28M 0.18%
42,520
-308
2 3
4
5 6