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
251
$312K 0.05%
+12,759
252
$310K 0.05%
6,089
+1,733
253
$309K 0.05%
25,629
-11,284
254
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255
$309K 0.05%
3,624
-8,089
256
$307K 0.05%
7,519
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257
$305K 0.05%
5,000
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258
$302K 0.05%
10,000
259
$299K 0.05%
8,375
+2,410
260
$298K 0.05%
1,598
+13
261
$295K 0.05%
6,446
+425
262
$291K 0.04%
+7,220
263
$288K 0.04%
3,415
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264
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7,447
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265
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2,298
266
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267
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268
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269
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4,127
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270
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5,588
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271
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6,643
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272
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273
$266K 0.04%
5,000
274
$265K 0.04%
5,295
+659
275
$264K 0.04%
8,230
-1,380
9 10
11
12 13