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
126
$1.24M 0.2%
14,275
-2,127
127
$1.23M 0.2%
16,645
+4,000
128
$1.23M 0.2%
66,420
129
$1.22M 0.2%
22,922
+1,072
130
$1.22M 0.2%
24,376
-650
131
$1.22M 0.2%
4,876
132
$1.21M 0.2%
11,029
-4,644
133
$1.18M 0.19%
+47,850
134
$1.16M 0.19%
17,277
135
$1.16M 0.19%
14,765
136
$1.16M 0.19%
42,799
-50,800
137
$1.13M 0.18%
32,120
-3,092
138
$1.13M 0.18%
95,796
-328
139
$1.12M 0.18%
8,994
+74
140
$1.11M 0.18%
+9,598
141
$1.08M 0.18%
6,927
-99
142
$1.08M 0.18%
88,764
-133,467
143
$1.06M 0.17%
38,972
-1,950
144
$1.06M 0.17%
48,900
+500
145
$1.05M 0.17%
13,711
-197
146
$1.05M 0.17%
45,669
+14,121
147
$1.04M 0.17%
21,948
-3,261
148
$1.04M 0.17%
10,051
-300
149
$1.03M 0.17%
30,940
+817
150
$1.03M 0.17%
53,980
-5,264
4 5
6
7 8