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
1
$56.2M 7.62%
3,262,822
-46,605
2
$39.2M 5.32%
1,421,443
-530
3
$26.5M 3.59%
+513,560
4
$23.8M 3.23%
501,920
+23,348
5
$22.5M 3.04%
307,053
+101
6
$17.2M 2.33%
165,468
+34,662
7
$16.9M 2.29%
306,005
+4,861
8
$15.9M 2.16%
726,241
+3,377
9
$15M 2.03%
127,243
+4,807
10
$13.8M 1.87%
68,724
+4,905
11
$9.76M 1.32%
28,260
+31
12
$9.31M 1.26%
158,140
+2,160
13
$9.23M 1.25%
144,092
-6,336
14
$8.83M 1.2%
163,504
-263
15
$8.77M 1.19%
46,156
+338
16
$8.59M 1.16%
91,095
+15,175
17
$7.49M 1.02%
26,322
+3,153
18
$7.44M 1.01%
73,472
+1,054
19
$6.99M 0.95%
62,947
+181
20
$6.8M 0.92%
91,463
+603
21
$6.56M 0.89%
81,225
-3,394
22
$6.43M 0.87%
41,176
+983
23
$6.41M 0.87%
118,084
+8,556
24
$6.33M 0.86%
45,270
+1,064
25
$6.19M 0.84%
261,184
+89,764
1
2 3 4 5