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
201
$580K 0.08%
13,246
-2,548
202
$575K 0.08%
11,729
-144
203
$566K 0.08%
3,078
204
$546K 0.07%
4,650
-14
205
$545K 0.07%
6,429
-461
206
$543K 0.07%
7,256
-1,484
207
$541K 0.07%
15,160
-1,740
208
$538K 0.07%
9,981
-1,321
209
$536K 0.07%
6,637
210
$524K 0.07%
12,212
-15,891
211
$521K 0.07%
4,069
+52
212
$520K 0.07%
8,306
+1,842
213
$519K 0.07%
3,996
+82
214
$512K 0.07%
4,580
-10
215
$506K 0.07%
3,622
+13
216
$505K 0.07%
8,369
-21
217
$490K 0.07%
4,623
-20
218
$488K 0.07%
3,051
-131
219
$484K 0.07%
2,859
-78
220
$482K 0.07%
3,892
-170
221
$480K 0.07%
19,230
-1,575
222
$478K 0.06%
10,410
+132
223
$474K 0.06%
11,870
-735
224
$473K 0.06%
4,340
-1,581
225
$471K 0.06%
45,800
+25,200
7 8
9
10 11