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
76
$2.26M 0.36%
37,710
+367
77
$2.17M 0.35%
79,428
-64,566
78
$2.17M 0.35%
16,461
-1,088
79
$2.15M 0.35%
20,377
+2,346
80
$2.11M 0.34%
27,732
81
$2.1M 0.34%
31,128
-3,456
82
$2.09M 0.34%
21,181
+1,748
83
$2.07M 0.33%
59,195
-27,700
84
$2.07M 0.33%
31,073
+1,525
85
$2.04M 0.33%
69,759
-820
86
$2.03M 0.33%
26,347
-2,090
87
$1.99M 0.32%
28,986
-500
88
$1.99M 0.32%
140,349
+1,251
89
$1.91M 0.31%
306,450
-10,500
90
$1.85M 0.3%
90,708
+3,300
91
$1.83M 0.29%
+47,120
92
$1.83M 0.29%
23,751
+789
93
$1.8M 0.29%
36,082
-915
94
$1.76M 0.28%
49,308
+637
95
$1.71M 0.27%
40,212
-799
96
$1.62M 0.26%
52,916
-875
97
$1.6M 0.26%
41,892
-8,376
98
$1.54M 0.25%
59,919
+35,245
99
$1.54M 0.25%
47,755
+8,346
100
$1.52M 0.24%
116,692
-4,804
2 3
4
5 6