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
201
$517K 0.08%
20,917
-2,537
202
$514K 0.08%
10,976
+1,936
203
$512K 0.08%
+42,350
204
$508K 0.08%
19,511
-340
205
$507K 0.08%
10,322
+5,833
206
$484K 0.07%
12,214
+45
207
$482K 0.07%
5,538
+1,285
208
$472K 0.07%
7,024
-12,532
209
$463K 0.07%
+7,331
210
$462K 0.07%
8,283
-1,189,199
211
$460K 0.07%
+4,742
212
$451K 0.07%
9,442
-10,123
213
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4,312
+1,680
214
$443K 0.07%
8,354
+4,249
215
$442K 0.07%
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216
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18,438
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217
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3,185
+1,672
218
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5,258
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219
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4,080
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220
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10,220
221
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41
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222
$417K 0.06%
+7,936
223
$414K 0.06%
6,502
-759
224
$409K 0.06%
7,814
-2,834
225
$406K 0.06%
4,204
-1,700
7 8
9
10 11