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
76
$2.05M 0.31%
56,430
+40,986
77
$2.02M 0.31%
13,008
+3,347
78
$2M 0.31%
84,393
+18,408
79
$1.98M 0.3%
15,539
+2,820
80
$1.96M 0.3%
136,386
+1,515
81
$1.95M 0.3%
85,618
+3,890
82
$1.92M 0.3%
20,233
-4,856
83
$1.92M 0.3%
28,366
+14,588
84
$1.88M 0.29%
70,640
+48,921
85
$1.87M 0.29%
28,068
+7,173
86
$1.84M 0.28%
27,522
+800
87
$1.83M 0.28%
+17,131
88
$1.81M 0.28%
20,519
+18,072
89
$1.78M 0.27%
56,097
-13,739
90
$1.76M 0.27%
122,376
-936
91
$1.73M 0.27%
79,643
-5,730
92
$1.67M 0.26%
31,050
+26,736
93
$1.64M 0.25%
26,145
+9,635
94
$1.61M 0.25%
21,705
+8,661
95
$1.57M 0.24%
39,681
+639
96
$1.56M 0.24%
189,396
-1,140
97
$1.51M 0.23%
27,916
+20,400
98
$1.51M 0.23%
23,446
-2,424
99
$1.5M 0.23%
105,501
-2,115
100
$1.48M 0.23%
+60,578
2 3
4
5 6