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
151
$770K 0.12%
7,942
-397
152
$767K 0.12%
9,183
+1,979
153
$767K 0.12%
+76,885
154
$744K 0.11%
14,210
-4,262
155
$734K 0.11%
8,561
+1,041
156
$728K 0.11%
+66,365
157
$725K 0.11%
6,840
-180
158
$716K 0.11%
44,444
+12,249
159
$712K 0.11%
8,733
+3
160
$708K 0.11%
+11,044
161
$692K 0.11%
12,600
162
$686K 0.11%
11,535
+650
163
$682K 0.1%
7,673
+5,320
164
$680K 0.1%
8,261
+3,719
165
$671K 0.1%
7,663
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166
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12,092
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167
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168
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2,844
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169
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+11,519
170
$659K 0.1%
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171
$659K 0.1%
+24,954
172
$653K 0.1%
+5,808
173
$647K 0.1%
+9,631
174
$646K 0.1%
23,306
-41,810
175
$646K 0.1%
3,714
+194
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