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
201
$898K 0.06%
5,196
+24
202
$898K 0.06%
17,650
203
$893K 0.06%
41,495
+861
204
$892K 0.06%
11,355
-168
205
$891K 0.06%
25,064
-1,885
206
$877K 0.06%
101,958
+790
207
$873K 0.06%
17,341
+3,421
208
$869K 0.06%
45,042
+800
209
$864K 0.06%
16,930
210
$863K 0.06%
15,198
-1,429
211
$854K 0.06%
5,463
+34
212
$849K 0.06%
53,000
213
$840K 0.06%
16,989
214
$827K 0.05%
26,905
+2,472
215
$815K 0.05%
39,220
-84
216
$805K 0.05%
1,942
-20
217
$800K 0.05%
13,192
218
$793K 0.05%
5,713
-206
219
$790K 0.05%
14,569
-257
220
$783K 0.05%
6,051
-300
221
$783K 0.05%
2,178
+129
222
$756K 0.05%
5,600
+100
223
$750K 0.05%
14,596
+2,419
224
$743K 0.05%
4,606
+166
225
$741K 0.05%
39,024
-238
7 8
9
10 11