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
1
$90.4M 13.91%
19,228,333
+69,757
2
$20.5M 3.15%
1,129,730
-33,335
3
$16.6M 2.55%
152,643
-5,438
4
$16M 2.47%
772,340
+10,160
5
$15.8M 2.43%
1,037,710
-4,066
6
$14.3M 2.19%
562,102
+292,260
7
$11.6M 1.78%
147,622
+8,917
8
$10.9M 1.68%
348,960
+159,740
9
$10.5M 1.61%
385,822
+210,698
10
$10.3M 1.59%
386,042
+184,904
11
$9.58M 1.47%
81,845
+77,053
12
$8.98M 1.38%
220,617
+5,550
13
$8.82M 1.36%
110,014
-2,743
14
$8.58M 1.32%
102,316
-2,200
15
$8.42M 1.3%
57,438
+57,434
16
$7.86M 1.21%
66,893
+34,584
17
$6.76M 1.04%
90,563
-798
18
$6.58M 1.01%
267,803
-2,048
19
$6.45M 0.99%
+73,345
20
$6.38M 0.98%
41,573
+35,973
21
$6.32M 0.97%
224,679
+6,793
22
$6.24M 0.96%
71,268
-815
23
$5.63M 0.87%
76,345
-3,742
24
$5.27M 0.81%
45,571
+43,042
25
$5.2M 0.8%
47,279
-5,872
1
2 3 4 5