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
326
$119K 0.02%
+19,982
327
$114K 0.02%
+11,490
328
$108K 0.02%
+2
329
$107K 0.02%
+10,243
330
$104K 0.02%
+15,249
331
$101K 0.02%
2,700
+144
332
$95K 0.01%
11,170
-32,100
333
$93K 0.01%
15,790
-6,687
334
$87K 0.01%
10,000
-74,160
335
$83K 0.01%
1,668
336
$82K 0.01%
14,533
-300
337
$79K 0.01%
49,700
338
$67K 0.01%
15,429
-9,676
339
$57K 0.01%
10,060
+5
340
$56K 0.01%
23,800
341
$41K 0.01%
+14,175
342
$29K ﹤0.01%
146
+30
343
$12K ﹤0.01%
63,904
-70,776
344
$6K ﹤0.01%
12,000
345
– –
-6,842
346
– –
-10,909
347
– –
-12,000
348
– –
-56,455
349
– –
-25,297
350
– –
-10,500
12 13
14
15 16