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
$699M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.51M
3
+$3.5M
4
EVRG icon
Evergy
EVRG
+$2.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M

Top Sells

1
+$15.7M
2
+$14.7M
3
+$8.06M
4
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$6.89M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$4M

Sector Composition

1 Financials 13.92%
2 Energy 12.32%
3 Healthcare 10.09%
4 Technology 8.25%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.23%
+56,466
102
$1.57M 0.23%
5,806
+436
103
$1.57M 0.23%
30,901
-434
104
$1.53M 0.22%
30,272
-9,008
105
$1.53M 0.22%
15,235
-5,889
106
$1.52M 0.22%
14,285
-17,969
107
$1.52M 0.22%
+32,958
108
$1.51M 0.22%
11,957
-266
109
$1.51M 0.22%
119,083
+12,015
110
$1.51M 0.22%
36,082
-30
111
$1.48M 0.21%
39,657
+217
112
$1.47M 0.21%
33,940
+38
113
$1.45M 0.21%
17,961
+3,817
114
$1.42M 0.2%
117,680
+28,000
115
$1.39M 0.2%
17,649
+696
116
$1.37M 0.2%
9,645
+571
117
$1.35M 0.19%
47,559
118
$1.35M 0.19%
170,900
+44,500
119
$1.34M 0.19%
15,697
+277
120
$1.33M 0.19%
45,700
121
$1.32M 0.19%
22,011
-47
122
$1.31M 0.19%
37,280
+2,761
123
$1.28M 0.18%
28,260
+1,175
124
$1.25M 0.18%
12,733
125
$1.24M 0.18%
19,814
+124
3 4
5
6 7