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
76
$2.19M 0.35%
70,579
+13,400
77
$2.17M 0.34%
68,880
-1,760
78
$2.15M 0.34%
59,462
+3,032
79
$2.12M 0.34%
37,343
+6,293
80
$2.11M 0.33%
34,372
+6,456
81
$2.1M 0.33%
21,259
+1,026
82
$2.01M 0.32%
112,739
+33,623
83
$1.99M 0.31%
36,997
+10,852
84
$1.98M 0.31%
53,760
+33,583
85
$1.95M 0.31%
18,031
-11,332
86
$1.91M 0.3%
27,732
+210
87
$1.9M 0.3%
28,437
+6,732
88
$1.89M 0.3%
22,962
+2,443
89
$1.89M 0.3%
87,408
+3,015
90
$1.89M 0.3%
50,268
-3,354
91
$1.88M 0.3%
82,930
-2,688
92
$1.88M 0.3%
29,548
+7,591
93
$1.86M 0.29%
58,440
+36,130
94
$1.85M 0.29%
139,098
+2,712
95
$1.75M 0.28%
29,486
+1,418
96
$1.74M 0.28%
48,671
+26,833
97
$1.69M 0.27%
78,083
-1,560
98
$1.66M 0.26%
19,433
+2,302
99
$1.6M 0.25%
53,791
-2,306
100
$1.6M 0.25%
54,000
-14,448
2 3
4
5 6