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
51
$6.59M 0.43%
126,857
-7,044
52
$6.36M 0.42%
59,960
53
$5.72M 0.38%
118,620
+8,730
54
$5.69M 0.38%
107,812
-5,700
55
$5.62M 0.37%
164,475
+3,255
56
$5.45M 0.36%
87,356
-12,566
57
$5.35M 0.35%
166,972
+68
58
$5.26M 0.35%
17,987
-229
59
$5.22M 0.34%
50,499
-4,086
60
$5.14M 0.34%
44,860
-166
61
$5.09M 0.34%
74,209
+6,126
62
$4.96M 0.33%
11
63
$4.95M 0.33%
252,509
+3,753
64
$4.94M 0.33%
19,449
+437
65
$4.9M 0.32%
19,306
-500
66
$4.86M 0.32%
81,301
-7,371
67
$4.74M 0.31%
61,883
-911
68
$4.73M 0.31%
17,650
+692
69
$4.69M 0.31%
223,887
-25,389
70
$4.54M 0.3%
18,027
+575
71
$4.51M 0.3%
20,794
+1,839
72
$4.49M 0.3%
179,768
-3,486
73
$4.46M 0.29%
51,857
+19,443
74
$4.45M 0.29%
29,942
+1,966
75
$4.34M 0.29%
138,964
-227
1 2
3
4 5