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
176
$644K 0.1%
6,671
-3,283
177
$643K 0.1%
16,397
-9,533
178
$636K 0.1%
19,000
179
$618K 0.1%
+10,954
180
$616K 0.09%
31,235
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181
$599K 0.09%
7,435
+2,634
182
$599K 0.09%
6,277
+1,039
183
$592K 0.09%
14,391
+2,951
184
$588K 0.09%
17,685
-528
185
$585K 0.09%
+34,555
186
$584K 0.09%
5,724
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187
$575K 0.09%
+9,693
188
$562K 0.09%
10,196
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189
$560K 0.09%
11,450
-6,357
190
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191
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193
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21,008
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194
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195
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196
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6,667
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197
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11,380
-11,575
198
$529K 0.08%
+23,020
199
$524K 0.08%
9,945
-2,320
200
$520K 0.08%
18,272
-140
6 7
8
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