FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
6.29%
1 Year Est. Return
+6.29%
AUM
$8.03B
AUM Growth
+$6.51B
(+429%)
Holding
452
Top Buys
| 1 | +$6.55B | |
| 2 | +$13.7M | |
| 3 | +$12.1M | |
| 4 |
UMB Financial
UMBF
|
+$8M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$5.25M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$18.5M | |
| 3 | +$4.95M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.59M |
| 5 |
Devon Energy
DVN
|
+$4.18M |
Sector Composition
| 1 | Financials | 83.68% |
| 2 | Technology | 1.91% |
| 3 | Energy | 1.44% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Staples | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
VanEck Gold Miners ETF
GDX
$24.3B
| $3.76M | 0.05% |
94,499
+4,532
|
|
||
77
American Electric Power
AEP
$64.4B
| $3.75M | 0.05% |
36,608
+6,820
|
|
||
78
Salesforce
CRM
$222B
| $3.68M | 0.05% |
18,898
-551
|
|
||
79
T-Mobile US
TMUS
$231B
| $3.61M | 0.05% |
27,462
+1,650
|
|
||
80
AT&T
T
$183B
| $3.58M | 0.04% |
242,694
+33,015
|
|
||
81
Lowe's Companies
LOW
$138B
| $3.47M | 0.04% |
17,018
+750
|
|
||
82
NVIDIA
NVDA
$4.37T
| $3.47M | 0.04% |
161,430
+25,650
|
|
||
83
SelectQuote
SLQT
$246M
| $3.47M | 0.04% |
1,583,477
+157,401
|
|
||
84
Lockheed Martin
LMT
$102B
| $3.44M | 0.04% |
7,364
+3,913
|
|
||
85
Pfizer
PFE
$144B
| $3.42M | 0.04% |
64,416
-52,168
|
|
||
86
Palo Alto Networks
PANW
$131B
| $3.33M | 0.04% |
32,634
+5,040
|
|
||
87
iShares Russell 2000 ETF
IWM
$71.3B
| $3.3M | 0.04% |
16,733
-283
|
|
||
88
Kraft Heinz
KHC
$30B
| $3.27M | 0.04% |
79,562
|
|
||
89
Cisco
CSCO
$300B
| $3.18M | 0.04% |
61,352
-582
|
|
||
90
EVI Industries
EVI
$259M
| $3.14M | 0.04% |
145,111
+6,147
|
|
||
91
3M
MMM
$90.6B
| $2.93M | 0.04% |
23,559
-6,383
|
|
||
92
SPDR S&P 500 ETF Trust
SPY
$697B
| $2.92M | 0.04% |
6,668
+181
|
|
||
93
Caterpillar
CAT
$266B
| $2.8M | 0.03% |
12,901
+953
|
|
||
94
CME Group
CME
$101B
| $2.71M | 0.03% |
11,485
+720
|
|
||
|
SCTL
95
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $2.7M | 0.03% |
64,605
+3,500
|
|
||
96
Pool Corp
POOL
$9.07B
| $2.65M | 0.03% |
6,439
+1,014
|
|
||
97
Rio Tinto
RIO
$117B
| $2.56M | 0.03% |
31,750
-600
|
|
||
98
Target
TGT
$41.4B
| $2.51M | 0.03% |
10,861
+375
|
|
||
99
Bloom Energy
BE
$23.4B
| $2.5M | 0.03% |
111,844
+87
|
|
||
100
Duke Energy
DUK
$93.9B
| $2.41M | 0.03% |
20,904
+6,377
|
|