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
126
$1.07M 0.17%
21,367
+63
127
$1.05M 0.17%
52,167
+13,641
128
$1.05M 0.17%
17,050
129
$1.05M 0.17%
14,765
130
$1.04M 0.17%
65,792
-1,458
131
$1.04M 0.17%
4,803
-173
132
$1.02M 0.16%
17,277
-650
133
$1M 0.16%
26,488
134
$1M 0.16%
30,200
+2,225
135
$991K 0.16%
11,643
+103
136
$982K 0.16%
22,860
-1,701
137
$982K 0.16%
54,459
-8,300
138
$959K 0.15%
29,325
+11,790
139
$939K 0.15%
8,974
-352
140
$933K 0.15%
5,779
141
$933K 0.15%
19,801
+856
142
$918K 0.15%
65,890
143
$913K 0.15%
7,591
-80
144
$910K 0.15%
27,159
-130
145
$907K 0.15%
15,581
+1,247
146
$906K 0.15%
60,703
-67,908
147
$904K 0.15%
35,356
-9,710
148
$899K 0.14%
18,513
-2,864
149
$897K 0.14%
9,966
-150
150
$896K 0.14%
21,670
+1,098
4 5
6
7 8