FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.3%
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
+$5.41M
2
+$4.09M
3
+$2.24M
4
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$1.86M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74M

Top Sells

1
+$442M
2
+$11.4M
3
+$1.91M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.8M
5
CLVS
Clovis Oncology, Inc.
CLVS
+$1.79M

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
376
– –
-8,377
377
– –
-14,976
378
– –
-7,081
379
– –
-10,114
380
– –
-57
381
– –
-7,137
12 13 14 15
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