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
$623M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$13.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$8.81M

Top Sells

1
+$7.49M
2
+$5.68M
3
+$5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.93M

Sector Composition

1 Consumer Staples 14.76%
2 Energy 14.46%
3 Consumer Discretionary 3.39%
4 Healthcare 3.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$470K 0.08%
4,792
+1,301
177
$467K 0.08%
7,741
+513
178
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8,185
-695
179
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180
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36,913
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181
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2,425
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182
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8,309
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183
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184
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185
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7,200
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186
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626
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187
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12,000
188
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189
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+9,040
190
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11,440
-2,585
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192
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194
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195
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196
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5,185
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197
$378K 0.06%
4,542
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198
$377K 0.06%
7,516
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199
$377K 0.06%
4,801
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200
$376K 0.06%
+6,377
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