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
$1.3B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.6M
3
+$6.14M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$3.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.82M

Top Sells

1
+$13.3M
2
+$9.82M
3
+$7.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.27M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.94M

Sector Composition

1 Financials 13.11%
2 Technology 9.45%
3 Healthcare 7.4%
4 Consumer Staples 5.1%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.17%
28,021
+919
102
$2.14M 0.16%
49,112
+39,112
103
$2.13M 0.16%
40,223
+2,352
104
$2.12M 0.16%
53,022
+4,512
105
$2.1M 0.16%
24,803
+3,450
106
$2.03M 0.16%
80,198
-20
107
$1.98M 0.15%
52,800
-20,100
108
$1.98M 0.15%
21,200
109
$1.97M 0.15%
21,853
-306
110
$1.92M 0.15%
19,198
111
$1.91M 0.15%
94,685
+19,184
112
$1.91M 0.15%
22,308
+226
113
$1.86M 0.14%
+5,395
114
$1.84M 0.14%
16,133
-100
115
$1.83M 0.14%
137,280
+9,360
116
$1.83M 0.14%
20,028
-35
117
$1.8M 0.14%
4,863
+78
118
$1.79M 0.14%
22,678
-472
119
$1.78M 0.14%
21,918
-100
120
$1.78M 0.14%
14,189
-720
121
$1.77M 0.14%
40,738
-26,355
122
$1.75M 0.13%
23,084
-1,157
123
$1.74M 0.13%
26,858
-439
124
$1.67M 0.13%
52,502
+176
125
$1.66M 0.13%
23,502
+1
3 4
5
6 7