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
151
$993K 0.13%
5,456
-47
152
$972K 0.13%
11,002
-1,190
153
$952K 0.13%
21,983
+1
154
$937K 0.13%
32,492
+8,669
155
$915K 0.12%
15,933
-1,204
156
$874K 0.12%
3,696
-511
157
$860K 0.12%
13,820
+252
158
$849K 0.12%
8,174
+2,690
159
$833K 0.11%
13,924
-2,337
160
$833K 0.11%
32,102
-897,834
161
$832K 0.11%
11,250
-250
162
$826K 0.11%
12,729
-20,004
163
$824K 0.11%
10,303
-864
164
$817K 0.11%
3,879
+1,510
165
$814K 0.11%
3,055
+28
166
$801K 0.11%
18,596
-2,252
167
$784K 0.11%
69,126
-3,990
168
$781K 0.11%
9,324
+1,635
169
$773K 0.1%
4,722
+462
170
$773K 0.1%
172,280
+4,480
171
$764K 0.1%
5,861
+866
172
$759K 0.1%
2,854
+150
173
$745K 0.1%
28,785
+2,745
174
$742K 0.1%
65,832
+5,502
175
$736K 0.1%
7,151
-399
5 6
7
8 9