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
101
$2.6M 0.17%
26,767
+4
102
$2.56M 0.17%
27,594
+1,632
103
$2.47M 0.16%
11,948
+593
104
$2.46M 0.16%
10,765
+18
105
$2.45M 0.16%
111,757
-1,538
106
$2.44M 0.16%
61,105
+33,600
107
$2.43M 0.16%
10,486
+1,312
108
$2.4M 0.16%
46,641
-2,697
109
$2.39M 0.16%
111,896
-5,467
110
$2.33M 0.15%
47,642
-1,295
111
$2.31M 0.15%
24,794
+322
112
$2.28M 0.15%
11,315
-540
113
$2.27M 0.15%
8,487
+2,505
114
$2.26M 0.15%
21,928
+1,539
115
$2.23M 0.15%
35,347
+17,089
116
$2.21M 0.15%
79,376
+238
117
$2.19M 0.14%
108,023
+12,996
118
$2.17M 0.14%
13,287
+1,186
119
$2.17M 0.14%
+32,350
120
$2.17M 0.14%
45,675
+1,333
121
$2.12M 0.14%
71,150
+3,900
122
$2.06M 0.14%
7,057
+667
123
$2.04M 0.13%
134,873
+6,700
124
$2.02M 0.13%
23,906
+2
125
$1.98M 0.13%
21,344
-142
3 4
5
6 7