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
176
$628K 0.1%
2,844
177
$628K 0.1%
11,546
178
$616K 0.1%
7,946
+122
179
$597K 0.1%
12,600
180
$594K 0.1%
22,573
-3,031
181
$577K 0.09%
9,894
182
$571K 0.09%
14,115
-5,474
183
$564K 0.09%
7,364
-7,498
184
$563K 0.09%
29,670
-600
185
$560K 0.09%
48,881
+29,406
186
$545K 0.09%
7,553
+1,037
187
$544K 0.09%
19,000
188
$540K 0.09%
52,900
+26,100
189
$527K 0.08%
6,600
190
$523K 0.08%
5,692
+2
191
$520K 0.08%
15,400
+1,980
192
$519K 0.08%
7,624
193
$517K 0.08%
13,270
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194
$516K 0.08%
+7,542
195
$514K 0.08%
3,745
+2,246
196
$513K 0.08%
6,094
-1,840
197
$510K 0.08%
4,866
198
$502K 0.08%
7,394
-474
199
$500K 0.08%
3,928
-44
200
$496K 0.08%
+11,144
6 7
8
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