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
$738M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$3.8M
3
+$3.61M
4
MDT icon
Medtronic
MDT
+$2.19M
5
T icon
AT&T
T
+$2.13M

Top Sells

1
+$23.3M
2
+$4.66M
3
+$2.78M
4
SPR icon
Spirit AeroSystems
SPR
+$2.5M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.93M

Sector Composition

1 Financials 13.64%
2 Healthcare 12.01%
3 Energy 10.29%
4 Technology 9.24%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.21%
9,460
-567
102
$1.57M 0.21%
14,375
-19
103
$1.57M 0.21%
71,940
+1,076
104
$1.56M 0.21%
60,121
+768
105
$1.56M 0.21%
16,358
-421
106
$1.56M 0.21%
89,295
-36,699
107
$1.54M 0.21%
155,440
-4,144
108
$1.53M 0.21%
41,396
-120
109
$1.53M 0.21%
80,113
-11,630
110
$1.51M 0.21%
18,679
+2,436
111
$1.49M 0.2%
39,462
-477
112
$1.49M 0.2%
31,820
+285
113
$1.47M 0.2%
11,969
+694
114
$1.45M 0.2%
30,132
-4,979
115
$1.44M 0.2%
40,558
116
$1.43M 0.19%
13,067
-197
117
$1.42M 0.19%
7,782
+105
118
$1.41M 0.19%
34,872
-1,139
119
$1.41M 0.19%
77,115
-975
120
$1.39M 0.19%
26,443
+1,897
121
$1.35M 0.18%
24,853
-10
122
$1.35M 0.18%
22,469
+14,952
123
$1.34M 0.18%
25,672
+2,039
124
$1.34M 0.18%
46,583
-56
125
$1.33M 0.18%
6,930
+169
3 4
5
6 7