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
$633M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13M
3
+$3.31M
4
GILD icon
Gilead Sciences
GILD
+$2.9M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.88M

Top Sells

1
+$9.89M
2
+$5.19M
3
+$3.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.53M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.04M

Sector Composition

1 Energy 13.31%
2 Healthcare 11.68%
3 Financials 7.21%
4 Technology 6.48%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$312K 0.05%
8,000
-475
252
$312K 0.05%
+5,189
253
$311K 0.05%
12,236
+2,506
254
$308K 0.05%
+20,574
255
$307K 0.05%
7,792
+1,823
256
$306K 0.05%
3,500
257
$303K 0.05%
+4,297
258
$299K 0.05%
6,165
-337
259
$292K 0.05%
23,390
-5,520
260
$290K 0.05%
8,040
+820
261
$290K 0.05%
+7,081
262
$287K 0.05%
3,688
+973
263
$284K 0.04%
4,816
-3,445
264
$280K 0.04%
2,563
+265
265
$280K 0.04%
6,122
+54
266
$276K 0.04%
5,120
+120
267
$274K 0.04%
+2,884
268
$263K 0.04%
57
+16
269
$262K 0.04%
+19,786
270
$256K 0.04%
7,467
+20
271
$252K 0.04%
+3,130
272
$252K 0.04%
3,615
+365
273
$249K 0.04%
4,597
+1,000
274
$247K 0.04%
39,635
+65
275
$246K 0.04%
1,285
+245
9 10
11
12 13