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
$650M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.42M
3
+$7.41M
4
CLVS
Clovis Oncology, Inc.
CLVS
+$6.45M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.71M

Top Sells

1
+$66.3M
2
+$13.1M
3
+$9.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.15M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.89M

Sector Composition

1 Energy 18%
2 Healthcare 10.47%
3 Technology 5.62%
4 Consumer Staples 4.06%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K 0.06%
+7,647
227
$393K 0.06%
5,571
+1,359
228
$392K 0.06%
16,674
-21,006
229
$392K 0.06%
+15,095
230
$384K 0.06%
28,910
+10,400
231
$381K 0.06%
8,784
232
$369K 0.06%
14,191
233
$363K 0.06%
3,954
-186
234
$361K 0.06%
501
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235
$354K 0.05%
23,577
+5,738
236
$353K 0.05%
+5,472
237
$352K 0.05%
+8,475
238
$351K 0.05%
3,766
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239
$351K 0.05%
+1,579
240
$350K 0.05%
+3,500
241
$350K 0.05%
10,395
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242
$349K 0.05%
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243
$341K 0.05%
525
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244
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2,500
245
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246
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3,174
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247
$324K 0.05%
+8,517
248
$318K 0.05%
+21,330
249
$313K 0.05%
+775
250
$312K 0.05%
8,592
-1,216
8 9
10
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