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
$623M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$13.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$8.81M

Top Sells

1
+$7.49M
2
+$5.68M
3
+$5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.93M

Sector Composition

1 Consumer Staples 14.76%
2 Energy 14.46%
3 Consumer Discretionary 3.39%
4 Healthcare 3.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.17%
9,954
-10,552
102
$1.02M 0.16%
+26,488
103
$1.02M 0.16%
12,085
+6,539
104
$1.02M 0.16%
+8,237
105
$1.02M 0.16%
11,713
-13,158
106
$1.02M 0.16%
+13,044
107
$957K 0.15%
6,377
+315
108
$954K 0.15%
+19,565
109
$927K 0.15%
11,860
+7,860
110
$911K 0.15%
18,420
+564
111
$905K 0.15%
+37,680
112
$895K 0.14%
5,600
-751
113
$891K 0.14%
17,807
+10,607
114
$882K 0.14%
22,730
115
$876K 0.14%
18,152
116
$866K 0.14%
8,480
-1,079
117
$837K 0.13%
8,342
-1,315
118
$835K 0.13%
13,778
-3,250
119
$833K 0.13%
25,297
+3,300
120
$833K 0.13%
18,472
+2,674
121
$819K 0.13%
26,500
122
$814K 0.13%
35,884
+4,931
123
$813K 0.13%
31,264
+464
124
$809K 0.13%
20,563
-15,372
125
$809K 0.13%
36,050
-2,000
3 4
5
6 7