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
301
$218K 0.03%
3,772
-1,594
302
$214K 0.03%
1,040
-367
303
$214K 0.03%
1,757
-109
304
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1,540
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305
$212K 0.03%
8,664
-22,600
306
$212K 0.03%
5,128
+129
307
$208K 0.03%
+1,416
308
$206K 0.03%
9,143
-314
309
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+9,400
310
$204K 0.03%
8,037
311
$204K 0.03%
9,905
+987
312
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313
$202K 0.03%
8,245
-2,150
314
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315
$199K 0.03%
+18,988
316
$198K 0.03%
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317
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319
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320
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321
$151K 0.02%
39,570
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322
$147K 0.02%
61,145
-9,881
323
$135K 0.02%
3,679
-232
324
$132K 0.02%
+16,986
325
$123K 0.02%
+55
11 12
13
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