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
101
$1.58M 0.25%
41,011
+5,568
102
$1.54M 0.24%
121,496
-880
103
$1.46M 0.23%
37,824
-15,444
104
$1.44M 0.23%
188,664
-732
105
$1.42M 0.22%
12,259
-16,813
106
$1.37M 0.22%
105,747
+246
107
$1.36M 0.21%
9,430
+8,030
108
$1.34M 0.21%
71,934
+11,356
109
$1.31M 0.21%
83,600
+9,050
110
$1.29M 0.2%
39,409
-272
111
$1.29M 0.2%
21,377
+4,433
112
$1.29M 0.2%
30,843
+24,397
113
$1.29M 0.2%
40,516
+6,798
114
$1.28M 0.2%
76,650
+465
115
$1.26M 0.2%
14,838
-35,724
116
$1.25M 0.2%
26,158
+7,210
117
$1.24M 0.2%
18,006
+2,880
118
$1.23M 0.19%
16,557
+2,630
119
$1.15M 0.18%
65,890
120
$1.15M 0.18%
62,759
-50
121
$1.14M 0.18%
61,830
-300
122
$1.12M 0.18%
45,066
+2,220
123
$1.1M 0.17%
19,681
+11,398
124
$1.09M 0.17%
14,862
+1,195
125
$1.08M 0.17%
67,250
-3,813
3 4
5
6 7