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
26
$5.09M 0.78%
+48,859
27
$5M 0.77%
111,298
-58,436
28
$4.51M 0.69%
42,340
-2,531
29
$4.36M 0.67%
37,771
-25,418
30
$4.3M 0.66%
111,952
+84,515
31
$4.29M 0.66%
50,562
+26,414
32
$4.26M 0.66%
38,047
+16,014
33
$4.25M 0.65%
54,677
-1,964
34
$4.23M 0.65%
154,094
+88,944
35
$4.12M 0.63%
213,919
-18,495
36
$4.07M 0.63%
32,585
+2,486
37
$3.92M 0.6%
52,206
+5,064
38
$3.91M 0.6%
582,920
-48,216
39
$3.85M 0.59%
28,658
-932
40
$3.65M 0.56%
32,827
+1,982
41
$3.58M 0.55%
43,057
+19,838
42
$3.58M 0.55%
31,351
+138
43
$3.48M 0.53%
+54,010
44
$3.36M 0.52%
29,072
-113,007
45
$3.32M 0.51%
95,730
-2,630
46
$3.3M 0.51%
219,751
+107,494
47
$3.08M 0.47%
29,363
+14,373
48
$3.04M 0.47%
68,900
+57,167
49
$3.04M 0.47%
32,584
+15,224
50
$3.02M 0.46%
166,004
+1,072
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