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
201
$495K 0.08%
19,836
+7,600
202
$491K 0.08%
5,022
-1,514
203
$475K 0.08%
6,659
-110
204
$474K 0.08%
2,514
-124
205
$472K 0.08%
47,682
-19,384
206
$471K 0.08%
41,170
+9,400
207
$462K 0.07%
10,285
-4,900
208
$457K 0.07%
12,448
+104
209
$456K 0.07%
+21,696
210
$454K 0.07%
36,651
-6,446
211
$450K 0.07%
2,876
-788
212
$446K 0.07%
10,931
-5,533
213
$440K 0.07%
24,476
-13,843
214
$440K 0.07%
4,174
-203
215
$432K 0.07%
16,717
216
$426K 0.07%
84,410
-13,000
217
$425K 0.07%
44,250
+500
218
$418K 0.07%
9,120
-2,700
219
$412K 0.07%
2,310
220
$405K 0.07%
5,308
221
$398K 0.06%
6,372
+744
222
$397K 0.06%
+7,758
223
$390K 0.06%
8,331
224
$389K 0.06%
9,693
225
$388K 0.06%
5,491
+302
7 8
9
10 11