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
251
$361K 0.03%
664
+60
252
$357K 0.03%
5,708
+712
253
$354K 0.03%
6,818
+1
254
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1,638
-208
255
$353K 0.03%
21,135
-19,287
256
$352K 0.03%
3,003
+910
257
$351K 0.03%
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258
$351K 0.03%
13,865
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259
$346K 0.03%
5,142
-11,565
260
$345K 0.03%
2,720
-1,042
261
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262
$342K 0.03%
1,800
263
$341K 0.03%
5,365
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264
$333K 0.03%
55,000
265
$331K 0.03%
+9,735
266
$325K 0.03%
13,998
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267
$324K 0.03%
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268
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-434
269
$319K 0.03%
6,258
-13,600
270
$318K 0.03%
2,597
-100
271
$309K 0.03%
4,470
272
$309K 0.03%
1,812
273
$309K 0.03%
1,717
-560
274
$303K 0.03%
5,350
-800
275
$303K 0.03%
5,530
+430
9 10
11
12 13