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
126
$1.3M 0.18%
26,948
-492
127
$1.3M 0.18%
161,750
+131,750
128
$1.28M 0.17%
7,122
-1,295
129
$1.26M 0.17%
32,622
-1,527
130
$1.23M 0.17%
19,981
+173
131
$1.21M 0.16%
29,530
+39
132
$1.21M 0.16%
4
133
$1.2M 0.16%
17,524
134
$1.19M 0.16%
26,576
-2,612
135
$1.18M 0.16%
14,738
-226
136
$1.18M 0.16%
29,701
+3,711
137
$1.17M 0.16%
13,487
-264
138
$1.15M 0.16%
10,473
-196
139
$1.15M 0.16%
+88,648
140
$1.15M 0.16%
8,525
-191
141
$1.14M 0.15%
23,550
-25
142
$1.12M 0.15%
90,256
+10,106
143
$1.08M 0.15%
13,824
-394
144
$1.08M 0.15%
21,497
-1,115
145
$1.07M 0.15%
6,763
+89
146
$1.07M 0.15%
42,844
+26
147
$1.03M 0.14%
53,590
+36,600
148
$1.02M 0.14%
7,544
+152
149
$1.02M 0.14%
26,968
150
$1.01M 0.14%
25,020
-1,800
4 5
6
7 8