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
$1.19B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$578M
2
+$8.84M
3
+$8.45M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.92M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.42M

Top Sells

1
+$13B
2
+$2.87M
3
+$2.85M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.79M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.81M

Sector Composition

1 Communication Services 49.8%
2 Energy 6.33%
3 Healthcare 5.11%
4 Financials 3.75%
5 Technology 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$257K 0.02%
1,577
277
$256K 0.02%
2,726
+163
278
$256K 0.02%
982
+184
279
$256K 0.02%
2,446
+473
280
$256K 0.02%
311
+1
281
$255K 0.02%
+3,184
282
$254K 0.02%
54,545
+7,533
283
$253K 0.02%
7,814
-144
284
$252K 0.02%
6,083
-1,770
285
$252K 0.02%
+17,528
286
$251K 0.02%
2,178
+162
287
$251K 0.02%
12,032
-4,291
288
$249K 0.02%
33,649
-1,584
289
$244K 0.02%
4,174
290
$243K 0.02%
+6,318
291
$241K 0.02%
9,278
+200
292
$237K 0.02%
+2,396
293
$235K 0.02%
7,474
+350
294
$233K 0.02%
+3,501
295
$233K 0.02%
1,923
296
$229K 0.02%
+6,766
297
$227K 0.02%
5,532
-25
298
$226K 0.02%
10,755
+32
299
$223K 0.02%
4,745
-290
300
$223K 0.02%
3,520
-25
10 11
12
13 14