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
301
$248K 0.02%
+750
302
$245K 0.02%
2,118
303
$244K 0.02%
2,418
+18
304
$237K 0.02%
17,917
305
$236K 0.02%
4,654
-11,080
306
$234K 0.02%
3,939
307
$231K 0.02%
+2,987
308
$231K 0.02%
+12,747
309
$230K 0.02%
+7,415
310
$228K 0.02%
9,774
+476
311
$228K 0.02%
2,200
312
$221K 0.02%
+7,114
313
$221K 0.02%
+4,598
314
$218K 0.02%
19,629
315
$215K 0.02%
+7,164
316
$211K 0.02%
+4,123
317
$210K 0.02%
+6,650
318
$209K 0.02%
+6,169
319
$208K 0.02%
6,103
+2,913
320
$208K 0.02%
+1,607
321
$207K 0.02%
+4,572
322
$207K 0.02%
+2,263
323
$207K 0.02%
8,232
-16,544
324
$206K 0.02%
+2,365
325
$203K 0.02%
33,331
+13,587
11 12
13
14 15