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
301
$220K 0.02%
11,846
+264
302
$220K 0.02%
2,823
+147
303
$219K 0.02%
+3,018
304
$219K 0.02%
+3,710
305
$219K 0.02%
+5,875
306
$218K 0.02%
23,150
-21,100
307
$217K 0.02%
+7,120
308
$214K 0.02%
22,971
+3,167
309
$212K 0.02%
+9,163
310
$209K 0.02%
3,012
-1,644
311
$208K 0.02%
2,400
-14
312
$207K 0.02%
+3,642
313
$207K 0.02%
4,344
-20
314
$206K 0.02%
1,680
315
$204K 0.02%
+3,131
316
$203K 0.02%
5,153
317
$203K 0.02%
1,061
318
$202K 0.02%
2,473
-181
319
$202K 0.02%
+10,114
320
$202K 0.02%
12,629
+156
321
$200K 0.02%
10,426
+337
322
$199K 0.02%
+11,458
323
$196K 0.02%
+18,600
324
$190K 0.02%
20,803
-15,848
325
$174K 0.01%
11,210
+525
11 12
13
14 15