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
176
$1.11M 0.07%
2,391
177
$1.1M 0.07%
30,160
178
$1.1M 0.07%
18,251
+1,698
179
$1.08M 0.07%
8,315
180
$1.08M 0.07%
9,315
-240
181
$1.08M 0.07%
4,247
-307
182
$1.06M 0.07%
3,000
-147
183
$1.05M 0.07%
10,563
184
$1.05M 0.07%
17,354
185
$1.04M 0.07%
72,700
186
$1.04M 0.07%
6,435
-355
187
$1.03M 0.07%
26,479
+2,225
188
$1.03M 0.07%
1,591
+335
189
$1.03M 0.07%
4,017
+98
190
$1.03M 0.07%
17,507
-500
191
$1.02M 0.07%
3,368
+226
192
$1M 0.07%
17,141
193
$1M 0.07%
5,766
+603
194
$989K 0.07%
11,284
+1,801
195
$976K 0.06%
2,493
+6
196
$955K 0.06%
2,187
+383
197
$949K 0.06%
7,220
-725
198
$945K 0.06%
7,720
-779
199
$944K 0.06%
43,226
+4,632
200
$932K 0.06%
29,810
+19
6 7
8
9 10