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
101
$1.48M 0.23%
79,116
-262,350
102
$1.44M 0.22%
21,957
+17,157
103
$1.32M 0.2%
+16,944
104
$1.32M 0.2%
71,063
+10,405
105
$1.31M 0.2%
23,238
+11,863
106
$1.29M 0.2%
27,355
-957
107
$1.28M 0.2%
42,846
+35,096
108
$1.27M 0.19%
+62,809
109
$1.26M 0.19%
+28,604
110
$1.25M 0.19%
17,050
111
$1.24M 0.19%
+74,550
112
$1.21M 0.19%
35,443
+21,446
113
$1.2M 0.18%
65,890
+44,890
114
$1.18M 0.18%
22,767
+2,292
115
$1.16M 0.18%
18,948
-10,196
116
$1.16M 0.18%
20,177
+12,842
117
$1.15M 0.18%
76,185
-45
118
$1.13M 0.17%
62,130
+1,030
119
$1.13M 0.17%
+9,910
120
$1.09M 0.17%
14,765
121
$1.09M 0.17%
13,667
+6
122
$1.09M 0.17%
+22,310
123
$1.08M 0.17%
13,927
+2,067
124
$1.07M 0.17%
+33,718
125
$1.07M 0.17%
27,195
+680
3 4
5
6 7