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
326
$302K 0.02%
7,613
+176
327
$302K 0.02%
3,939
328
$302K 0.02%
5,608
-2,163
329
$300K 0.02%
22,899
+1,951
330
$296K 0.02%
1,532
+12
331
$296K 0.02%
+10,800
332
$295K 0.02%
10,175
333
$294K 0.02%
9,060
334
$293K 0.02%
10,368
-2,254
335
$293K 0.02%
985
336
$288K 0.02%
6,897
-1,315
337
$285K 0.02%
10,938
338
$283K 0.02%
2,636
-11,172
339
$281K 0.02%
10,000
340
$281K 0.02%
6,601
341
$278K 0.02%
4,958
+193
342
$275K 0.02%
12,972
+6
343
$275K 0.02%
1,196
+57
344
$274K 0.02%
40,520
345
$269K 0.02%
2,362
-320
346
$269K 0.02%
6,140
347
$269K 0.02%
1,455
-2,590
348
$269K 0.02%
3,248
349
$267K 0.02%
7,234
-2,683
350
$266K 0.02%
2,453
12 13
14
15 16