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
276
$453K 0.03%
2,241
277
$451K 0.03%
11,852
278
$448K 0.03%
7,003
279
$446K 0.03%
8,828
+3,964
280
$443K 0.03%
2,002
+76
281
$436K 0.03%
10,122
-8,307
282
$431K 0.03%
4,515
-572
283
$430K 0.03%
3,575
+1,665
284
$428K 0.03%
19,629
285
$428K 0.03%
4,042
+11
286
$426K 0.03%
17,740
287
$417K 0.03%
5,250
-100
288
$409K 0.03%
7,168
+84
289
$408K 0.03%
2,324
290
$407K 0.03%
632
291
$407K 0.03%
4,794
-34,778
292
$402K 0.03%
4,099
+12
293
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5,175
-18
294
$395K 0.03%
24,607
+162
295
$380K 0.03%
8,600
296
$378K 0.02%
1,534
-20
297
$376K 0.02%
4,565
298
$376K 0.02%
9,528
-187
299
$372K 0.02%
10,650
+2,100
300
$371K 0.02%
3,541
-99
10 11
12
13 14