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
126
$1.94M 0.13%
101,322
127
$1.94M 0.13%
11,614
-250
128
$1.92M 0.13%
15,634
+22
129
$1.83M 0.12%
29,566
130
$1.8M 0.12%
1,968
+153
131
$1.79M 0.12%
20,949
+519
132
$1.74M 0.12%
13,495
+27
133
$1.74M 0.11%
23,984
-1,038
134
$1.66M 0.11%
4,832
+1,025
135
$1.64M 0.11%
24,670
+9,570
136
$1.61M 0.11%
40,155
137
$1.6M 0.11%
8,478
+291
138
$1.58M 0.1%
21,935
139
$1.55M 0.1%
8,240
+1,572
140
$1.55M 0.1%
11,578
+1,178
141
$1.55M 0.1%
14,576
-1,629
142
$1.53M 0.1%
22,769
+1,172
143
$1.52M 0.1%
14,527
+992
144
$1.52M 0.1%
51,411
+913
145
$1.5M 0.1%
5,447
+730
146
$1.48M 0.1%
14,805
-700
147
$1.47M 0.1%
19,567
+962
148
$1.45M 0.1%
17,380
-810
149
$1.45M 0.1%
2,561
+176
150
$1.39M 0.09%
12,020
-3,883
4 5
6
7 8