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
326
$201K 0.02%
+1,017
327
$201K 0.02%
+3,971
328
$200K 0.02%
+1,757
329
$199K 0.02%
+18,634
330
$188K 0.02%
7,165
-4,999
331
$187K 0.02%
12,949
+5
332
$187K 0.02%
27,099
333
$184K 0.02%
+44,581
334
$181K 0.02%
16,778
335
$165K 0.02%
+21,123
336
$159K 0.01%
+10,500
337
$151K 0.01%
11,507
-992
338
$138K 0.01%
31,315
+1,259
339
$121K 0.01%
2,056
-27
340
$88K 0.01%
100,000
341
$80K 0.01%
11,388
342
$66K 0.01%
+50,000
343
$53K ﹤0.01%
9
344
$14K ﹤0.01%
15,570
345
$8K ﹤0.01%
351
346
$4K ﹤0.01%
1,593
347
– –
-20,263
348
– –
-8,693
349
– –
-11,652
350
– –
-208,720
11 12 13
14
15