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
101
$1.48M 0.24%
43,722
+3,206
102
$1.48M 0.24%
34,257
+3,414
103
$1.47M 0.24%
180,978
-7,686
104
$1.41M 0.23%
61,830
105
$1.39M 0.22%
35,856
-1,968
106
$1.38M 0.22%
103,470
-2,277
107
$1.36M 0.22%
13,116
-13,663
108
$1.35M 0.22%
54,000
109
$1.32M 0.21%
12,180
+10,246
110
$1.3M 0.21%
82,350
-1,250
111
$1.27M 0.2%
8,779
+1,443
112
$1.27M 0.2%
69,884
-2,050
113
$1.24M 0.2%
48,360
-5,400
114
$1.18M 0.19%
70,110
-6,540
115
$1.17M 0.19%
25,058
-1,100
116
$1.15M 0.18%
22,829
+817
117
$1.15M 0.18%
19,919
+238
118
$1.14M 0.18%
15,200
+77
119
$1.13M 0.18%
54,461
-3,979
120
$1.11M 0.18%
15,918
-639
121
$1.1M 0.18%
9,756
+285
122
$1.1M 0.18%
18,165
-25,598
123
$1.08M 0.17%
39,204
+11,906
124
$1.08M 0.17%
18,176
+826
125
$1.07M 0.17%
23,251
+1,482
3 4
5
6 7