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
126
$1.06M 0.16%
+15,126
127
$1.03M 0.16%
+1,633
128
$1.02M 0.16%
+17,969
129
$1.01M 0.16%
7,294
+917
130
$1.01M 0.16%
11,962
-123
131
$1.01M 0.15%
26,488
132
$1.01M 0.15%
14,112
+600
133
$993K 0.15%
8,006
-231
134
$993K 0.15%
22,788
+17,394
135
$987K 0.15%
+4,646
136
$984K 0.15%
+29,270
137
$984K 0.15%
+21,838
138
$950K 0.15%
28,287
-10,177
139
$904K 0.14%
16,307
-7,725
140
$902K 0.14%
+31,407
141
$898K 0.14%
7,737
+1,070
142
$884K 0.14%
17,330
-1,090
143
$875K 0.13%
14,838
+2,570
144
$875K 0.13%
16,110
+7,801
145
$866K 0.13%
4,661
-2,972
146
$866K 0.13%
+11,800
147
$846K 0.13%
26,500
148
$833K 0.13%
9,664
+3,602
149
$805K 0.12%
8,200
-142
150
$778K 0.12%
+41,762
4 5
6
7 8