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
201
$569K 0.08%
10,728
+8
202
$562K 0.08%
4,017
-21
203
$560K 0.08%
4,501
+2,037
204
$560K 0.08%
13,500
205
$560K 0.08%
9,323
+2
206
$550K 0.08%
10,605
+78
207
$544K 0.08%
12,349
+123
208
$538K 0.08%
6,800
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209
$531K 0.08%
7,674
+1
210
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422
211
$527K 0.08%
4,655
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212
$526K 0.08%
5,721
-315
213
$512K 0.07%
4,995
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214
$509K 0.07%
27,915
215
$508K 0.07%
10,075
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216
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9,405
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217
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218
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219
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12,367
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220
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2,605
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221
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+16,405
222
$472K 0.07%
3,031
+6
223
$464K 0.07%
3,316
-10
224
$463K 0.07%
+15,300
225
$460K 0.07%
11,185
+1,370
7 8
9
10 11