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
51
$3.08M 0.5%
21,744
+2,210
52
$3.01M 0.48%
40,043
-2,994
53
$2.9M 0.47%
205,698
-50,442
54
$2.88M 0.46%
103,355
-3,240
55
$2.82M 0.45%
109,542
+262
56
$2.82M 0.45%
81,776
+3,347
57
$2.77M 0.45%
23,470
+2,211
58
$2.77M 0.44%
22,002
+479
59
$2.77M 0.44%
69,137
-161
60
$2.73M 0.44%
23,947
+11,688
61
$2.71M 0.44%
41,088
+2,003
62
$2.67M 0.43%
42,708
+8,336
63
$2.64M 0.42%
112,364
+2,600
64
$2.62M 0.42%
79,494
-10,399
65
$2.59M 0.42%
185,831
-22,854
66
$2.55M 0.41%
25,072
-5,311
67
$2.54M 0.41%
56,572
-22,612
68
$2.5M 0.4%
16,790
+7,360
69
$2.5M 0.4%
12,203
-38
70
$2.49M 0.4%
59,463
+1
71
$2.47M 0.4%
84,204
-678
72
$2.47M 0.4%
20,471
-4,426
73
$2.45M 0.39%
111,010
+10,965
74
$2.35M 0.38%
27,865
+13,027
75
$2.33M 0.37%
103,262
+20,332
1 2
3
4 5