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
351
$265K 0.02%
5,864
-108
352
$262K 0.02%
5,532
353
$259K 0.02%
1,016
-200
354
$253K 0.02%
+1,412
355
$251K 0.02%
1,691
-2,108
356
$250K 0.02%
1,067
-175
357
$248K 0.02%
+1,000
358
$247K 0.02%
3,144
-500
359
$246K 0.02%
1,690
360
$245K 0.02%
1,686
+104
361
$245K 0.02%
+2,900
362
$244K 0.02%
831
-1
363
$244K 0.02%
916
-10
364
$240K 0.02%
+984
365
$238K 0.02%
1,525
366
$238K 0.02%
743
+1
367
$233K 0.02%
3,886
+100
368
$233K 0.02%
3,040
369
$233K 0.02%
2,427
-462
370
$231K 0.02%
+758
371
$231K 0.02%
1,899
+41
372
$231K 0.02%
4,565
-2,139
373
$230K 0.02%
986
-19
374
$226K 0.01%
35,081
-5,000
375
$222K 0.01%
5,970
13 14
15
16 17