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
$612M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$2.08M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.83M

Top Sells

1
+$84.7M
2
+$20.4M
3
+$5.97M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.84M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.29M

Sector Composition

1 Healthcare 11.98%
2 Technology 7.07%
3 Financials 6.39%
4 Consumer Staples 6.09%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.28%
7
+2
102
$1.66M 0.27%
33,980
-638
103
$1.65M 0.27%
76,371
+53,119
104
$1.62M 0.26%
40,000
-4,000
105
$1.61M 0.26%
100,482
-12,534
106
$1.6M 0.26%
14,818
+12,079
107
$1.57M 0.26%
32,473
+9,714
108
$1.55M 0.25%
5,478
+4,517
109
$1.54M 0.25%
24,574
+889
110
$1.52M 0.25%
60,244
-143
111
$1.5M 0.24%
48,088
-100
112
$1.5M 0.24%
33,278
+1,774
113
$1.47M 0.24%
69,448
+24,478
114
$1.46M 0.24%
7,830
-8,110
115
$1.44M 0.24%
+13,980
116
$1.44M 0.24%
17,362
-1,619
117
$1.43M 0.23%
5,973
+2,328
118
$1.41M 0.23%
85,830
119
$1.35M 0.22%
+11,300
120
$1.34M 0.22%
70,744
+4,679
121
$1.31M 0.21%
+41,604
122
$1.3M 0.21%
51,759
+17,040
123
$1.27M 0.21%
20,617
-989
124
$1.26M 0.21%
12,062
-721
125
$1.26M 0.21%
18,297
+476
3 4
5
6 7