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
$623M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.08M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$1.81M

Top Sells

1
+$11.3M
2
+$1.88M
3
+$1.77M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.76M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$1.69M

Sector Composition

1 Healthcare 11.89%
2 Energy 11.63%
3 Financials 7.81%
4 Technology 6.7%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.05%
5,861
-666
252
$307K 0.05%
7,853
+61
253
$306K 0.05%
5,103
254
$298K 0.05%
16,323
-6,936
255
$296K 0.05%
4,035
+420
256
$292K 0.05%
+7,975
257
$289K 0.05%
7,900
-140
258
$287K 0.05%
10,744
-7,192
259
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5,880
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260
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5,380
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261
$282K 0.05%
+6,070
262
$281K 0.05%
19,804
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263
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310
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264
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5,120
265
$274K 0.04%
20,774
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266
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267
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213
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270
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7,958
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271
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3,130
272
$264K 0.04%
6,068
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273
$264K 0.04%
3,887
+106
274
$262K 0.04%
+2,786
275
$262K 0.04%
6,662
+497
9 10
11
12 13