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
$633M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13M
3
+$3.31M
4
GILD icon
Gilead Sciences
GILD
+$2.9M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.88M

Top Sells

1
+$9.89M
2
+$5.19M
3
+$3.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.53M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.04M

Sector Composition

1 Energy 13.31%
2 Healthcare 11.68%
3 Financials 7.21%
4 Technology 6.48%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.5%
219,353
+37,231
52
$3.13M 0.49%
43,037
-9,169
53
$3.08M 0.49%
24,897
-41,996
54
$3.01M 0.48%
27,205
-10,842
55
$3M 0.47%
208,685
-5,234
56
$2.91M 0.46%
106,595
+8,300
57
$2.88M 0.46%
+28,797
58
$2.85M 0.45%
109,280
-5,590
59
$2.85M 0.45%
89,893
-5,837
60
$2.84M 0.45%
55,389
+32,151
61
$2.69M 0.43%
316,950
+52,750
62
$2.55M 0.4%
21,523
+3,331
63
$2.52M 0.4%
20,859
+5,320
64
$2.5M 0.39%
43,625
+8,542
65
$2.45M 0.39%
43,763
+6,402
66
$2.43M 0.38%
84,882
+11,700
67
$2.43M 0.38%
17,549
+4,541
68
$2.41M 0.38%
109,764
+97,005
69
$2.39M 0.38%
19,534
+2,184
70
$2.38M 0.38%
39,085
+10,719
71
$2.36M 0.37%
78,429
+8,486
72
$2.36M 0.37%
12,241
+1,220
73
$2.29M 0.36%
64,002
+16,330
74
$2.28M 0.36%
34,584
+4,793
75
$2.22M 0.35%
100,045
-1,950
1 2
3
4 5