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
276
$259K 0.04%
15,442
-1,588
277
$259K 0.04%
5,000
278
$259K 0.04%
+3,757
279
$257K 0.04%
+9,730
280
$255K 0.04%
+1,999
281
$254K 0.04%
3,000
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282
$254K 0.04%
+4,174
283
$253K 0.04%
3,913
-4,272
284
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+2,425
285
$252K 0.04%
+6,068
286
$252K 0.04%
1,510
+99
287
$250K 0.04%
5,969
+17
288
$247K 0.04%
1,241
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289
$243K 0.04%
4,518
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290
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+4,973
291
$240K 0.04%
5,956
292
$239K 0.04%
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293
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294
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295
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296
$227K 0.03%
+10,725
297
$225K 0.03%
+3,707
298
$224K 0.03%
+7,477
299
$223K 0.03%
+3,781
300
$219K 0.03%
+10,138
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