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FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
6.3%
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
+6.3%
3 Year Est. Return
+42.77%
5 Year Est. Return
+78.1%
10 Year Est. Return
–
AUM
$650M
AUM Growth
+$27.3M
(+4.4%)
Cap. Flow
+$12.3B
Cap. Flow
% of AUM
1,897.25%
Top 10 Holdings %
Top 10 Hldgs %
33.36%
Holding
398
New
90
Increased
136
Reduced
97
Closed
54
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$12.3B |
| 2 |
Gilead Sciences
GILD
|
+$8.42M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$7.41M |
| 4 |
CLVS
Clovis Oncology, Inc.
CLVS
|
+$6.28M |
| 5 |
Amgen
AMGN
|
+$5.76M |
Top Sells
| 1 |
General Mills
GIS
|
+$66.6M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$13.4M |
| 3 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$9.19M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$8.15M |
| 5 |
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
|
+$4.97M |
Sector Composition
| 1 | Energy | 18% |
| 2 | Healthcare | 10.47% |
| 3 | Technology | 5.62% |
| 4 | Consumer Staples | 4.01% |
| 5 | Consumer Discretionary | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kroger
KR
$35.9B
| $2.05M | 0.31% |
56,430
+40,986
| +265% | +$1.49M |
|
77
IBM
IBM
$206B
| $2.02M | 0.31% |
13,008
+3,347
| +35% | +$538K |
|
78
Walmart Inc
WMT
$915B
| $2M | 0.31% |
84,393
+18,408
| +28% | +$469K |
|
79
GE Aerospace
GE
$361B
| $1.98M | 0.3% |
15,539
+2,820
| +22% | +$366K |
|
|
SCHV
80
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $1.96M | 0.3% |
136,386
+1,515
| +1% | +$22.3K |
|
|
BSCH
81
DELISTED
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
| $1.95M | 0.3% |
85,618
+3,890
| +5% | +$88.7K |
|
82
McDonald's
MCD
$194B
| $1.92M | 0.3% |
20,233
-4,856
| -19% | -$470K |
|
83
JPMorgan Chase
JPM
$912B
| $1.92M | 0.3% |
28,366
+14,588
| +106% | +$952K |
|
84
Alphabet (Google) Class C
GOOG
$4.32T
| $1.88M | 0.29% |
70,640
+48,921
| +225% | +$1.31M |
|
85
Bristol-Myers Squibb
BMY
$124B
| $1.87M | 0.29% |
28,068
+7,173
| +34% | +$473K |
|
86
Lowe's Companies
LOW
$121B
| $1.84M | 0.28% |
27,522
+800
| +3% | +$57K |
|
|
MON
87
DELISTED
Monsanto Co
MON
| $1.83M | 0.28% |
+17,131
| New | +$1.99M |
|
88
Novartis
NVS
$291B
| $1.81M | 0.28% |
20,519
+18,072
| +739% | +$1.66M |
|
89
Pfizer
PFE
$143B
| $1.78M | 0.27% |
56,097
-13,739
| -20% | -$448K |
|
90
Schwab U.S Small- Cap ETF
SCHA
$22.8B
| $1.76M | 0.27% |
122,376
-936
| -0.8% | -$13.6K |
|
|
BSCF
91
DELISTED
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
| $1.73M | 0.27% |
79,643
-5,730
| -7% | -$124K |
|
92
Starbucks
SBUX
$124B
| $1.67M | 0.26% |
31,050
+26,736
| +620% | +$1.36M |
|
93
Qualcomm
QCOM
$180B
| $1.64M | 0.25% |
26,145
+9,635
| +58% | +$657K |
|
94
Medtronic
MDT
$107B
| $1.61M | 0.25% |
21,705
+8,661
| +66% | +$662K |
|
95
iShares MSCI Emerging Markets ETF
EEM
$28.4B
| $1.57M | 0.24% |
39,681
+639
| +2% | +$26.7K |
|
96
Schwab US Large- Cap ETF
SCHX
$72.4B
| $1.56M | 0.24% |
189,396
-1,140
| -0.6% | -$9.57K |
|
97
Nike
NKE
$66B
| $1.51M | 0.23% |
27,916
+20,400
| +271% | +$1.05M |
|
98
CF Industries
CF
$18.2B
| $1.51M | 0.23% |
23,446
-2,424
| -9% | -$148K |
|
99
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $1.5M | 0.23% |
105,501
-2,115
| -2% | -$30.6K |
|
100
Insmed
INSM
$23.3B
| $1.48M | 0.23% |
+60,578
| New | +$1.38M |
|
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