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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
+2.02%
1 Year Est. Return
+6.3%
3 Year Est. Return
+42.77%
5 Year Est. Return
+78.1%
10 Year Est. Return
–
AUM
$623M
AUM Growth
-$10.5M
(-1.7%)
Cap. Flow
-$456M
Cap. Flow
% of AUM
-73.2%
Top 10 Holdings %
Top 10 Hldgs %
28.88%
Holding
382
New
38
Increased
114
Reduced
151
Closed
32
Top Buys
| 1 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$5.41M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$4.09M |
| 3 |
GeoPark
GPRK
|
+$2.24M |
| 4 |
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
|
+$1.86M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.74M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$442M |
| 2 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$11.4M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$1.91M |
| 4 |
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% |
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