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
$1.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.67M
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.46M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.41M

Top Sells

1
+$8.48M
2
+$6.48M
3
+$3.33M
4
MGPI icon
MGP Ingredients
MGPI
+$2.95M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.76M

Sector Composition

1 Financials 11.45%
2 Technology 11.08%
3 Healthcare 7.02%
4 Energy 5.67%
5 Consumer Staples 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$585K 0.04%
3,408
+2
252
$573K 0.04%
2,373
-57
253
$550K 0.04%
12,034
254
$543K 0.04%
16,008
+8
255
$531K 0.04%
7,855
256
$529K 0.03%
2,582
-260
257
$526K 0.03%
2,413
-180
258
$524K 0.03%
2,882
-100
259
$522K 0.03%
1,852
-147
260
$513K 0.03%
6,185
+24
261
$513K 0.03%
2,046
+550
262
$510K 0.03%
23,208
263
$506K 0.03%
769
264
$505K 0.03%
43,043
+10,651
265
$504K 0.03%
8,889
+266
266
$501K 0.03%
60,848
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267
$501K 0.03%
33,411
-1,600
268
$485K 0.03%
4,448
-118
269
$476K 0.03%
1,717
270
$470K 0.03%
41,523
+239
271
$470K 0.03%
2,389
272
$467K 0.03%
1,220
+51
273
$463K 0.03%
3,574
-100
274
$455K 0.03%
4,785
-245
275
$455K 0.03%
6,635
+1
9 10
11
12 13