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
176
$734K 0.1%
14,706
-63
177
$731K 0.1%
21,946
+6,789
178
$726K 0.1%
3,683
-339
179
$716K 0.1%
24,604
-4,802
180
$711K 0.1%
3,738
181
$691K 0.09%
12,868
-298
182
$689K 0.09%
4,312
-107
183
$684K 0.09%
40,700
-7,695
184
$662K 0.09%
7,361
-216
185
$656K 0.09%
6,318
-1,500
186
$656K 0.09%
35,550
+912
187
$655K 0.09%
15,415
-2,904
188
$652K 0.09%
4,507
-3
189
$648K 0.09%
21,439
+10,549
190
$627K 0.09%
3,899
-174
191
$621K 0.08%
8,412
-194
192
$615K 0.08%
14,295
-953
193
$615K 0.08%
35,196
+2,160
194
$611K 0.08%
20,855
-1,457
195
$608K 0.08%
11,753
-25
196
$607K 0.08%
3,973
-31
197
$607K 0.08%
6,706
+19
198
$604K 0.08%
4,348
+2,474
199
$603K 0.08%
21,100
+4,100
200
$587K 0.08%
16,100
-25,889
6 7
8
9 10