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
151
$881K 0.14%
17,021
-65
152
$872K 0.14%
10,660
-775
153
$861K 0.14%
31,404
-3
154
$846K 0.14%
22,300
-46,580
155
$837K 0.13%
17,495
-3
156
$833K 0.13%
9,883
157
$822K 0.13%
14,934
+88
158
$799K 0.13%
10,221
-56
159
$792K 0.13%
29,283
-2,387
160
$785K 0.13%
26,980
161
$739K 0.12%
24,661
+3,693
162
$733K 0.12%
28,318
+6,662
163
$723K 0.12%
16,124
-21
164
$717K 0.12%
8,207
+234
165
$716K 0.11%
15,000
+500
166
$670K 0.11%
7,626
+244
167
$665K 0.11%
9,528
+281
168
$659K 0.11%
14,119
+274
169
$654K 0.11%
6,791
-72
170
$653K 0.1%
12,406
-5,600
171
$648K 0.1%
+3,596
172
$643K 0.1%
14,562
+1,608
173
$639K 0.1%
34,555
174
$632K 0.1%
11,950
175
$630K 0.1%
8,738
+3
5 6
7
8 9