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
301
$217K 0.03%
4,174
302
$217K 0.03%
+2,201
303
$214K 0.03%
+2,654
304
$214K 0.03%
4,364
-233
305
$213K 0.03%
4,054
+41
306
$212K 0.03%
11,582
-416
307
$212K 0.03%
+10,168
308
$211K 0.03%
+2,016
309
$211K 0.03%
+3,406
310
$209K 0.03%
5,557
+1,731
311
$209K 0.03%
+1,680
312
$208K 0.03%
+1,088
313
$208K 0.03%
664
-200
314
$207K 0.03%
3,160
-550
315
$206K 0.03%
2,676
-15
316
$206K 0.03%
+1,973
317
$204K 0.03%
14,373
-6,201
318
$201K 0.03%
+1,061
319
$201K 0.03%
8,037
320
$200K 0.03%
+5,153
321
$193K 0.03%
5,100
322
$191K 0.03%
+11,000
323
$188K 0.03%
30,343
-9,292
324
$179K 0.03%
10,685
-480
325
$178K 0.03%
+40,704
11 12
13
14 15