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
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$7.08M
3
+$6.18M
4
GLD icon
SPDR Gold Trust
GLD
+$5.78M
5
NDSN icon
Nordson
NDSN
+$4.6M

Top Sells

1
+$34.1M
2
+$26.7M
3
+$13M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$3.39M

Sector Composition

1 Financials 10.15%
2 Technology 9.48%
3 Healthcare 7.42%
4 Consumer Staples 5.26%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$375K 0.03%
665
+1
252
$375K 0.03%
4,659
+12
253
$370K 0.03%
6,820
+2
254
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11,919
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255
$364K 0.03%
5,046
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256
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+3
257
$362K 0.03%
9,923
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258
$360K 0.03%
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259
$358K 0.03%
3,742
+1
260
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-546
261
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2,530
262
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263
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$350K 0.03%
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265
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20,460
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266
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267
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5,546
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268
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269
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270
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5,530
271
$336K 0.03%
1,717
272
$330K 0.03%
1
273
$328K 0.03%
7,062
274
$317K 0.03%
+9,600
275
$315K 0.03%
4,382
9 10
11
12 13