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
51
$2.97M 0.46%
114,870
-3,314
52
$2.95M 0.45%
98,295
+36,950
53
$2.91M 0.45%
29,858
+3,237
54
$2.77M 0.43%
162,467
+7,281
55
$2.72M 0.42%
101,286
+22,405
56
$2.65M 0.41%
182,122
-7,317
57
$2.61M 0.4%
37,361
+32,176
58
$2.58M 0.4%
202,365
-4,473
59
$2.5M 0.39%
96,280
-166,598
60
$2.35M 0.36%
18,192
+1,016
61
$2.31M 0.36%
+29,791
62
$2.29M 0.35%
+57,179
63
$2.29M 0.35%
+55,300
64
$2.28M 0.35%
11,021
+661
65
$2.27M 0.35%
101,995
+330
66
$2.25M 0.35%
17,350
+7,000
67
$2.25M 0.35%
53,622
+153
68
$2.23M 0.34%
35,083
+4,748
69
$2.23M 0.34%
32,254
-47,223
70
$2.19M 0.34%
68,448
-3,792
71
$2.18M 0.34%
+264,200
72
$2.13M 0.33%
+73,182
73
$2.13M 0.33%
69,943
+13,185
74
$2.09M 0.32%
53,268
+39
75
$2.06M 0.32%
+47,672
1 2
3
4 5