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
176
$689K 0.1%
5,252
+301
177
$682K 0.1%
6,416
178
$681K 0.1%
24,604
+1,340
179
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7,548
180
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4,689
+300
181
$676K 0.1%
16,021
-308
182
$672K 0.1%
3,609
183
$671K 0.1%
+8,023
184
$663K 0.09%
9,280
+64
185
$658K 0.09%
16,053
+74
186
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15,022
-222
187
$645K 0.09%
51,665
-48,835
188
$645K 0.09%
3,457
-449
189
$643K 0.09%
12,136
-2,770
190
$643K 0.09%
7,137
191
$627K 0.09%
2,761
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192
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193
$618K 0.09%
11,784
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194
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8,542
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195
$599K 0.09%
8,975
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196
$595K 0.09%
22,666
-15,860
197
$591K 0.08%
8,634
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198
$583K 0.08%
13,175
-3,784
199
$580K 0.08%
11,412
-999
200
$578K 0.08%
4,308
+636
6 7
8
9 10