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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
-6.52%
1 Year Est. Return
+6.3%
3 Year Est. Return
+42.77%
5 Year Est. Return
+78.1%
10 Year Est. Return
–
AUM
$531M
AUM Growth
–
Cap. Flow
+$569M
Cap. Flow %
107.28%
Top 10 Hldgs %
48.78%
Holding
268
New
268
Increased
–
Reduced
–
Closed
–

Top Buys

1
GPRK icon
GeoPark
GPRK
+$141M
2
GIS icon
General Mills
GIS
+$64.2M
3
MBB icon
iShares MBS ETF
MBB
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.9M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.21%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBK icon
26
Vanguard Small-Cap Growth ETF
VBK
$23.5B
$3.84M 0.72%
+30,497
New +$3.75M
LQD icon
27
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$3.61M 0.68%
+30,197
New +$3.6M
IEF icon
28
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$3.57M 0.67%
+33,704
New +$3.55M
DVY icon
29
iShares Select Dividend ETF
DVY
$23.9B
$3.48M 0.66%
+43,799
New +$3.38M
FDM icon
30
First Trust Dow Jones Select MicroCap Index Fund
FDM
$264M
$3.46M 0.65%
+103,484
New +$3.25M
SCHH icon
31
Schwab US REIT ETF
SCHH
$11.6B
$3.12M 0.59%
+160,336
New +$3M
SCHZ icon
32
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.09M 0.58%
+118,104
New +$3.08M
JNJ icon
33
Johnson & Johnson
JNJ
$602B
$3.07M 0.58%
+29,371
New +$3.1M
BAC icon
34
Bank of America
BAC
$432B
$2.8M 0.53%
+156,284
New +$2.67M
KMI icon
35
Kinder Morgan
KMI
$72.4B
$2.74M 0.52%
+64,723
New +$2.55M
KMB icon
36
Kimberly-Clark
KMB
$36.2B
$2.72M 0.51%
+23,517
New +$2.61M
COP icon
37
ConocoPhillips
COP
$137B
$2.54M 0.48%
+36,725
New +$2.56M
MCD icon
38
McDonald's
MCD
$194B
$2.49M 0.47%
+26,543
New +$2.48M
ISCV icon
39
iShares Morningstar Small-Cap Value ETF
ISCV
$694M
$2.45M 0.46%
+56,916
New +$2.37M
BWX icon
40
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$2.41M 0.45%
+87,164
New +$2.47M
CVX icon
41
Chevron
CVX
$366B
$2.3M 0.43%
+20,506
New +$2.33M
SCHV
42
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.29M 0.43%
+155,595
New +$2.24M
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$100B
$2.1M 0.4%
+158,184
New +$2.07M
DRI icon
44
Darden Restaurants
DRI
$23B
$2.05M 0.39%
+39,042
New +$1.89M
BSCG
45
DELISTED
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
$1.97M 0.37%
+88,977
New +$1.98M
QCOM icon
46
Qualcomm
QCOM
$180B
$1.79M 0.34%
+24,038
New +$1.76M
F icon
47
Ford
F
$56.5B
$1.78M 0.33%
+114,584
New +$1.69M
MWE
48
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
$1.76M 0.33%
+26,254
New +$1.83M
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.74M 0.33%
+60,200
New +$1.69M
PGX icon
50
Invesco Preferred ETF
PGX
$3.91B
$1.69M 0.32%
+114,791
New +$1.67M
1
2
3 4 5

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