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
151
$1.35M 0.09%
9,415
+1,826
152
$1.3M 0.09%
24,854
+2,122
153
$1.26M 0.08%
21,295
-1,754
154
$1.25M 0.08%
108,569
-9,161
155
$1.25M 0.08%
25,961
-6,869
156
$1.24M 0.08%
21,364
-1,000
157
$1.23M 0.08%
3,451
-1,344
158
$1.22M 0.08%
45,369
-1,017
159
$1.22M 0.08%
13,967
-222
160
$1.21M 0.08%
5,500
-10
161
$1.19M 0.08%
8,469
+226
162
$1.19M 0.08%
19,334
-643
163
$1.18M 0.08%
19,520
+1,700
164
$1.18M 0.08%
57,440
-3,352
165
$1.17M 0.08%
14,828
+3,043
166
$1.16M 0.08%
16,036
+2,980
167
$1.15M 0.08%
19,419
+15
168
$1.14M 0.08%
6,257
+228
169
$1.14M 0.08%
13,069
-5,713
170
$1.14M 0.08%
18,358
+2,786
171
$1.14M 0.07%
24,105
172
$1.13M 0.07%
+10,295
173
$1.13M 0.07%
52,404
+31
174
$1.11M 0.07%
57,286
-114
175
$1.11M 0.07%
7,911
+602
5 6
7
8 9