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
151
$931K 0.13%
58,715
-4,598
152
$911K 0.13%
27,284
-2,122
153
$898K 0.13%
26,220
-9,078
154
$887K 0.13%
19,290
155
$883K 0.13%
149,000
-11,880
156
$870K 0.12%
6,304
+556
157
$864K 0.12%
11,500
-1,500
158
$854K 0.12%
37,014
159
$829K 0.12%
21,293
+5,693
160
$814K 0.12%
12,482
-3,806
161
$810K 0.12%
73,686
+7,980
162
$800K 0.11%
+11,959
163
$800K 0.11%
30,937
164
$798K 0.11%
24,817
-540
165
$762K 0.11%
17,761
+3,839
166
$759K 0.11%
+13,807
167
$743K 0.11%
2,496
+179
168
$737K 0.11%
3,021
+108
169
$732K 0.1%
56,201
-14,974
170
$729K 0.1%
8,928
171
$727K 0.1%
8,457
-653
172
$715K 0.1%
14,494
-32
173
$702K 0.1%
14,259
-4,358
174
$700K 0.1%
11,477
-422
175
$693K 0.1%
4,078
5 6
7
8 9