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
$1.19B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$578M
2
+$8.84M
3
+$8.45M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.92M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.42M

Top Sells

1
+$13B
2
+$2.87M
3
+$2.85M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.79M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.81M

Sector Composition

1 Communication Services 49.8%
2 Energy 6.33%
3 Healthcare 5.11%
4 Financials 3.75%
5 Technology 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 0.43%
186,856
-103,862
27
$5.12M 0.43%
179,939
+5,920
28
$4.9M 0.41%
236,091
+12,750
29
$4.9M 0.41%
69,069
-3,656
30
$4.82M 0.4%
87,275
+4,181
31
$4.51M 0.38%
33,778
+1,672
32
$4.37M 0.37%
211,078
-5,968
33
$4.32M 0.36%
289,745
+73,165
34
$4.19M 0.35%
40,861
-59
35
$4.09M 0.34%
41,164
+1,926
36
$4.02M 0.34%
37,160
-428
37
$3.81M 0.32%
38,026
-1,363
38
$3.77M 0.32%
34,069
+761
39
$3.73M 0.31%
24,509
+3,474
40
$3.7M 0.31%
276,603
+25,536
41
$3.67M 0.31%
129,733
+50,305
42
$3.65M 0.31%
50,421
-2,771
43
$3.62M 0.3%
32,769
+1,759
44
$3.56M 0.3%
200,149
-16,441
45
$3.44M 0.29%
64,981
+3,582
46
$3.36M 0.28%
513,096
-25,888
47
$3.32M 0.28%
55,625
+17,915
48
$3.23M 0.27%
39,516
-527
49
$3.19M 0.27%
65,867
+7,411
50
$3.1M 0.26%
21,905
+161
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2
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