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
126
$1.66M 0.13%
8,357
-11,517
127
$1.63M 0.12%
18,415
128
$1.62M 0.12%
14,965
-324
129
$1.61M 0.12%
11,417
-62
130
$1.56M 0.12%
21,152
+238
131
$1.56M 0.12%
6,854
-76
132
$1.51M 0.12%
11,689
+301
133
$1.49M 0.11%
24,429
-2,161
134
$1.45M 0.11%
7,662
+4,498
135
$1.45M 0.11%
127,842
+567
136
$1.44M 0.11%
23,745
-6,119
137
$1.42M 0.11%
15,384
-51,000
138
$1.36M 0.1%
95,548
+49,548
139
$1.33M 0.1%
26,730
-206
140
$1.3M 0.1%
302,500
141
$1.27M 0.1%
9,955
-9,791
142
$1.26M 0.1%
20,946
143
$1.25M 0.1%
19,213
-338
144
$1.25M 0.1%
51,366
+3,960
145
$1.23M 0.09%
65,538
-248
146
$1.2M 0.09%
14,650
+386
147
$1.19M 0.09%
15,876
+1,002
148
$1.19M 0.09%
22,170
-600
149
$1.18M 0.09%
30,140
-885
150
$1.18M 0.09%
6,921
+832
4 5
6
7 8