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
376
$222K 0.01%
8,440
-1,300
377
$220K 0.01%
7,200
378
$220K 0.01%
+2,150
379
$220K 0.01%
+3,056
380
$220K 0.01%
+2,524
381
$220K 0.01%
4,340
382
$219K 0.01%
4,401
+26
383
$217K 0.01%
+2,849
384
$217K 0.01%
+2,065
385
$216K 0.01%
+2,531
386
$216K 0.01%
+1,880
387
$216K 0.01%
+559
388
$215K 0.01%
7,072
+4
389
$212K 0.01%
+9,334
390
$211K 0.01%
+7,683
391
$210K 0.01%
+7,802
392
$209K 0.01%
+2,452
393
$209K 0.01%
4,554
-472
394
$209K 0.01%
2,130
-155
395
$208K 0.01%
1,747
-212
396
$207K 0.01%
+391
397
$207K 0.01%
+4,351
398
$207K 0.01%
+838
399
$205K 0.01%
+1,765
400
$204K 0.01%
+1,879
14 15
16
17 18