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
301
$257K 0.02%
2,785
+45
302
$256K 0.02%
+810
303
$256K 0.02%
11,189
-453
304
$255K 0.02%
344,739
-900
305
$253K 0.02%
7,415
306
$252K 0.02%
4,956
+985
307
$250K 0.02%
+9,761
308
$250K 0.02%
+9,984
309
$248K 0.02%
16,000
310
$247K 0.02%
7,750
311
$246K 0.02%
4,647
+49
312
$244K 0.02%
1,443
313
$244K 0.02%
3,939
314
$243K 0.02%
+4,363
315
$242K 0.02%
6,650
316
$239K 0.02%
8,404
-1,024
317
$236K 0.02%
+1,934
318
$234K 0.02%
2,418
319
$231K 0.02%
1,609
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320
$226K 0.02%
2,263
321
$226K 0.02%
19,629
322
$224K 0.02%
7,258
+94
323
$223K 0.02%
+2,160
324
$222K 0.02%
+1,111
325
$222K 0.02%
+2,050
11 12
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