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
$654M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$5.56M
3
+$3.52M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$3.21M
5
NE
Noble Corporation
NE
+$2.03M

Top Sells

1
+$4.99M
2
+$4.98M
3
+$3.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.4M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.94M

Sector Composition

1 Healthcare 12.01%
2 Financials 11.07%
3 Technology 7.4%
4 Consumer Staples 6.13%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.2%
16,645
127
$1.3M 0.2%
7,325
+398
128
$1.29M 0.2%
+36,577
129
$1.28M 0.2%
18,140
-157
130
$1.25M 0.19%
45,700
-15,200
131
$1.24M 0.19%
34,098
+1,086
132
$1.23M 0.19%
24,576
+200
133
$1.22M 0.19%
47,900
+50
134
$1.21M 0.18%
93,592
-2,204
135
$1.2M 0.18%
38,472
-500
136
$1.2M 0.18%
66,420
137
$1.18M 0.18%
17,277
138
$1.18M 0.18%
49,257
-27,114
139
$1.18M 0.18%
12,947
-1,818
140
$1.17M 0.18%
25,494
-7,784
141
$1.14M 0.17%
9,598
142
$1.12M 0.17%
28,496
-3,624
143
$1.12M 0.17%
18,921
-1,696
144
$1.12M 0.17%
31,225
+285
145
$1.1M 0.17%
10,351
+300
146
$1.08M 0.17%
13,790
+79
147
$1.07M 0.16%
19,741
-845
148
$1.06M 0.16%
17,725
-20
149
$1.06M 0.16%
+14,296
150
$1.03M 0.16%
21,490
-42,852
4 5
6
7 8