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
$633M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13M
3
+$3.31M
4
GILD icon
Gilead Sciences
GILD
+$2.9M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.88M

Top Sells

1
+$9.89M
2
+$5.19M
3
+$3.74M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.53M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.04M

Sector Composition

1 Energy 13.31%
2 Healthcare 11.68%
3 Financials 7.21%
4 Technology 6.48%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$623K 0.1%
67,066
+701
177
$621K 0.1%
13,845
+7,756
178
$611K 0.1%
15,185
+4,863
179
$610K 0.1%
8,377
+714
180
$609K 0.1%
8,735
+2
181
$600K 0.09%
61,961
+20,199
182
$598K 0.09%
34,555
183
$596K 0.09%
24,674
-280
184
$588K 0.09%
2,844
185
$586K 0.09%
7,382
+715
186
$584K 0.09%
13,604
+2,650
187
$580K 0.09%
17,535
+10,016
188
$575K 0.09%
9,373
-4,837
189
$573K 0.09%
20,968
+11,153
190
$569K 0.09%
11,950
191
$568K 0.09%
30,270
+8,940
192
$567K 0.09%
12,954
+7,366
193
$566K 0.09%
12,600
194
$563K 0.09%
9,894
+1,540
195
$560K 0.09%
11,820
-6,149
196
$560K 0.09%
21,656
+648
197
$559K 0.09%
5,231
-577
198
$557K 0.09%
43,097
-1,347
199
$549K 0.09%
19,000
200
$545K 0.09%
7,824
+800
6 7
8
9 10