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
276
$258K 0.04%
+5,035
277
$251K 0.04%
9,664
+400
278
$251K 0.04%
2,319
+73
279
$250K 0.04%
2,414
-470
280
$248K 0.04%
10,723
-11,980
281
$247K 0.04%
1,577
282
$245K 0.04%
35,233
283
$244K 0.04%
798
+3
284
$244K 0.04%
9,078
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285
$242K 0.04%
+7,124
286
$242K 0.04%
12,473
-539
287
$242K 0.04%
7,350
-10,725
288
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+7,047
289
$236K 0.04%
+3,545
290
$233K 0.04%
29,570
+10,451
291
$232K 0.04%
8,399
-3,656
292
$232K 0.04%
1,923
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293
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294
$223K 0.04%
5,862
-92
295
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2,197
-3,034
296
$221K 0.04%
17,582
+1
297
$220K 0.04%
+10,089
298
$219K 0.04%
4,349
+120
299
$218K 0.04%
5,891
-476
300
$217K 0.03%
+1,445
10 11
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