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
276
$295K 0.03%
1,975
+110
277
$294K 0.03%
6,100
+1,400
278
$294K 0.03%
+8,058
279
$288K 0.03%
345,639
-148,497
280
$282K 0.03%
+7,062
281
$280K 0.03%
+5,652
282
$279K 0.03%
16,000
283
$278K 0.03%
3,660
-8,659
284
$274K 0.03%
4,382
-668
285
$274K 0.03%
14,399
+1,780
286
$273K 0.03%
32,392
287
$271K 0.02%
1,443
-244
288
$269K 0.02%
1,007
-139
289
$269K 0.02%
5,010
-2,352
290
$267K 0.02%
+7,262
291
$265K 0.02%
+12,194
292
$263K 0.02%
10,659
-13,317
293
$262K 0.02%
38,874
-81,300
294
$260K 0.02%
+11,642
295
$256K 0.02%
9,428
-25,608
296
$255K 0.02%
9,151
-1,835
297
$254K 0.02%
71,900
298
$253K 0.02%
1,769
+2
299
$250K 0.02%
2,740
300
$250K 0.02%
+7,750
10 11
12
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