FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Return
6.29%
This Quarter Return
+6.67%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$1.52B
AUM Growth
+$67.2M
(+4.6%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
36.67%
Holding
450
New
30
Increased
173
Reduced
143
Closed
25
Top Buys
| 1 |
Rio Tinto
RIO
|
$2.17M |
| 2 |
T-Mobile US
TMUS
|
$1.96M |
| 3 |
RTX Corp
RTX
|
$1.67M |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$1.46M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.41M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$8.48M |
| 2 |
Devon Energy
DVN
|
$6.48M |
| 3 |
Goldman Sachs JUST US Large Cap Equity ETF
JUST
|
$3.33M |
| 4 |
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% |
