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
$1.09B
AUM Growth
+$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$65.5M
3
+$34.1M
4
SLQT icon
SelectQuote
SLQT
+$26.9M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$13.8M

Top Sells

1
+$6.09M
2
+$4.67M
3
+$4.47M
4
NDSN icon
Nordson
NDSN
+$4.26M
5
SPOT icon
Spotify
SPOT
+$4.2M

Sector Composition

1 Financials 10.5%
2 Technology 9.46%
3 Healthcare 6.91%
4 Consumer Staples 4.65%
5 Energy 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$451K 0.04%
5,102
227
$449K 0.04%
+5,527
228
$445K 0.04%
3,054
-1,387
229
$444K 0.04%
2,225
-1,300
230
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2,017
-10
231
$433K 0.04%
+4,977
232
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+1
233
$416K 0.04%
2,657
-1,144
234
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805
235
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+15,048
236
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12,000
237
$398K 0.04%
2,296
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238
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239
$391K 0.04%
9,595
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240
$388K 0.04%
54,548
-5,277
241
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3,971
-257
242
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243
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244
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245
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2,530
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246
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247
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-384
248
$367K 0.03%
+15,755
249
$364K 0.03%
+15,638
250
$362K 0.03%
22,188
-17,800
8 9
10
11 12