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
276
$315K 0.03%
2,277
+302
277
$313K 0.03%
5,365
278
$311K 0.03%
4,618
-196
279
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280
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281
$300K 0.03%
3,700
+40
282
$298K 0.03%
10,975
-4,073
283
$297K 0.03%
+30,000
284
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750
285
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53,166
-1,382
286
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2,118
287
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288
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13,135
-19,800
289
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290
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2,987
291
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5,700
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292
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293
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294
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295
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296
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32,392
297
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+2,323
298
$274K 0.03%
11,714
-3,924
299
$262K 0.02%
+5,409
300
$260K 0.02%
7,114
10 11
12
13 14