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
76
$4.3M 0.28%
9,105
77
$4.21M 0.28%
16,268
+91
78
$3.99M 0.26%
135,780
+21,300
79
$3.93M 0.26%
42,306
-7,884
80
$3.92M 0.26%
61,934
-7,161
81
$3.9M 0.26%
209,679
-9,193
82
$3.79M 0.25%
17,016
+5
83
$3.75M 0.25%
39,466
+213
84
$3.7M 0.24%
62,543
+2,157
85
$3.69M 0.24%
76,321
+1,763
86
$3.41M 0.22%
9,488
+31
87
$3.27M 0.22%
40,454
-155
88
$3.17M 0.21%
56,865
-6,450
89
$3.08M 0.2%
6,487
-83
90
$3.07M 0.2%
5,425
+23
91
$3.03M 0.2%
32,807
+205
92
$3.02M 0.2%
49,572
-1,902
93
$2.99M 0.2%
25,812
+16,931
94
$2.91M 0.19%
40,327
-622
95
$2.88M 0.19%
89,967
+6,636
96
$2.86M 0.19%
79,562
-900
97
$2.84M 0.19%
72,697
-2,174
98
$2.72M 0.18%
10,279
-349
99
$2.71M 0.18%
12,624
-12,500
100
$2.65M 0.17%
29,788
+1,627
2 3
4
5 6