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FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.3%
This Fund
S&P 500
This Quarter Est. Return
+2.49%
1 Year Est. Return
+6.3%
3 Year Est. Return
+42.77%
5 Year Est. Return
+78.1%
10 Year Est. Return
–
AUM
$653M
AUM Growth
-$334K
Cap. Flow
-$12.4M
Cap. Flow %
-1.9%
Top 10 Hldgs %
22.39%
Holding
427
New
32
Increased
131
Reduced
148
Closed
44

Top Buys

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.42M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.49M
3
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$2.44M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.27M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.58M

Top Sells

1
NE
Noble Corporation
NE
+$7.65M
2
GPRK icon
GeoPark
GPRK
+$1.59M
3
PG icon
Procter & Gamble
PG
+$1.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
351
Charles Schwab
SCHW
$179B
$210K 0.03%
+4,880
New +$195K
MPC icon
352
Marathon Petroleum
MPC
$89.3B
$209K 0.03%
4,000
– –
ADSK icon
353
Autodesk
ADSK
$45.8B
$206K 0.03%
+2,040
New +$202K
ATOM icon
354
Atomera
ATOM
$220M
$202K 0.03%
47,500
– –
OLN icon
355
Olin
OLN
$2.51B
$200K 0.03%
+6,621
New +$203K
CHI
356
Calamos Convertible Opportunities and Income Fund
CHI
$1.04B
$187K 0.03%
+16,617
New +$185K
ET icon
357
Energy Transfer Partners
ET
$69.5B
$185K 0.03%
+10,323
New +$184K
NNDM
358
Nano Dimension
NNDM
$312M
$183K 0.03%
3,000
– –
VALE icon
359
Vale
VALE
$60.5B
$182K 0.03%
+20,829
New +$177K
AKS
360
DELISTED
AK Steel Holding Corp
AKS
$174K 0.03%
+26,539
New +$166K
HPE icon
361
Hewlett Packard
HPE
$59.8B
$173K 0.03%
13,448
-4,503
-25% -$62.7K
HCKT icon
362
Hackett Group
HCKT
$261M
$171K 0.03%
+11,009
New +$186K
BXMX
363
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$165K 0.03%
+11,938
New +$165K
ACH
364
DELISTED
Alum Corp of China Ltd
ACH
$157K 0.02%
+12,197
New +$148K
AMKR icon
365
Amkor Technology
AMKR
$15.6B
$156K 0.02%
+15,968
New +$181K
WLL
366
DELISTED
Whiting Petroleum Corporation
WLL
$155K 0.02%
94
+10
+12% +$22.8K
TLRD
367
DELISTED
Tailored Brands, Inc.
TLRD
$153K 0.02%
+13,699
New +$160K
ATW
368
DELISTED
Atwood Oceanics
ATW
$148K 0.02%
18,203
-5,457
-23% -$47K
NHLD
369
DELISTED
National Holdings Corporation
NHLD
$139K 0.02%
50,000
– –
EC icon
370
Ecopetrol
EC
$32.5B
$137K 0.02%
+15,065
New +$141K
SIRI icon
371
SiriusXM
SIRI
$10.5B
$132K 0.02%
2,406
-70
-3% -$3.58K
WPX
372
DELISTED
WPX Energy, Inc.
WPX
$127K 0.02%
13,166
– –
GPRO icon
373
GoPro
GPRO
$117M
$123K 0.02%
15,100
– –
MRO
374
DELISTED
Marathon Oil Corporation
MRO
$120K 0.02%
10,146
-439
-4% -$6.14K
NBR icon
375
Nabors Industries
NBR
$1.22B
$102K 0.02%
251
+25
+11% +$12.6K
13 14
15
16 17

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