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
401
$204K 0.01%
2,301
-758
402
$203K 0.01%
+974
403
$202K 0.01%
2,308
+602
404
$202K 0.01%
+2,500
405
$202K 0.01%
+738
406
$202K 0.01%
2,604
-65
407
$196K 0.01%
31,586
-56
408
$171K 0.01%
13,617
+7
409
$162K 0.01%
+800
410
$125K 0.01%
1,969
+1
411
$123K 0.01%
12,000
+1,000
412
$109K 0.01%
13,099
413
$93K 0.01%
11,801
-1,984
414
$93K 0.01%
15,570
-1,470
415
$91K 0.01%
11,388
416
$84K 0.01%
1,200
417
$67K ﹤0.01%
18,000
-7,000
418
$62K ﹤0.01%
740
419
$58K ﹤0.01%
10,000
420
$39K ﹤0.01%
1,880
-4
421
$30K ﹤0.01%
+2,300
422
$28K ﹤0.01%
10,000
423
$24K ﹤0.01%
1,250
+250
424
$22K ﹤0.01%
53,500
+26,500
425
$8K ﹤0.01%
333
14 15 16
17
18