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
$623M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.08M
3
+$1.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$1.81M

Top Sells

1
+$11.3M
2
+$1.88M
3
+$1.77M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.76M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$1.69M

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
26
$4.73M 0.76%
60,734
-1,654
27
$4.72M 0.76%
174,019
-1,055
28
$4.61M 0.74%
83,094
+1,151
29
$4.59M 0.74%
176,750
+3,217
30
$4.47M 0.72%
74,147
+15,201
31
$4.36M 0.7%
223,341
-39,325
32
$4.3M 0.69%
217,046
+566
33
$4.25M 0.68%
32,106
-5,576
34
$4.12M 0.66%
39,238
+4,757
35
$4.09M 0.66%
40,920
+701
36
$4.08M 0.66%
158,152
-437,758
37
$3.93M 0.63%
39,389
-1,567
38
$3.86M 0.62%
37,588
+2,732
39
$3.78M 0.61%
216,590
+103,851
40
$3.75M 0.6%
33,308
-202
41
$3.69M 0.59%
61,399
-261
42
$3.56M 0.57%
538,984
-20,632
43
$3.29M 0.53%
30,035
+2,830
44
$3.29M 0.53%
27,062
-655
45
$3.28M 0.53%
31,010
-15,172
46
$3.24M 0.52%
216,580
-2,773
47
$3.23M 0.52%
251,067
-20,493
48
$3.18M 0.51%
58,456
+3,067
49
$3.14M 0.5%
21,035
+176
50
$3.13M 0.5%
53,252
+9,627
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