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
126
$1.24M 0.18%
17,969
+498
127
$1.24M 0.18%
45,795
-228
128
$1.21M 0.17%
4,164
-21
129
$1.19M 0.17%
69,755
-9,550
130
$1.18M 0.17%
+38,834
131
$1.18M 0.17%
14,556
+66
132
$1.15M 0.17%
10,402
+4,041
133
$1.15M 0.16%
15,113
-91
134
$1.14M 0.16%
+22,534
135
$1.14M 0.16%
8,500
-763
136
$1.13M 0.16%
4
137
$1.12M 0.16%
13,907
+119
138
$1.12M 0.16%
26,804
+2,896
139
$1.11M 0.16%
16,864
-38
140
$1.09M 0.16%
2,194
+150
141
$1.09M 0.16%
14,848
+3,429
142
$1.08M 0.16%
41,894
-1,829
143
$1.04M 0.15%
18,236
+7,508
144
$1.01M 0.14%
24,856
+9,000
145
$994K 0.14%
19,670
+9,505
146
$992K 0.14%
7,309
+280
147
$982K 0.14%
+25,000
148
$981K 0.14%
25,070
-3,560
149
$963K 0.14%
38,813
+5,808
150
$960K 0.14%
21,310
+4,908
4 5
6
7 8