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
326
$221K 0.02%
27,099
327
$220K 0.02%
1,092
+75
328
$218K 0.02%
+668
329
$217K 0.02%
32,528
-803
330
$217K 0.02%
+5,974
331
$215K 0.02%
4,572
332
$215K 0.02%
+1,004
333
$214K 0.02%
2,366
+1
334
$214K 0.02%
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335
$210K 0.02%
2,200
336
$205K 0.02%
8,232
337
$204K 0.02%
+3,858
338
$203K 0.02%
10,183
-476
339
$203K 0.02%
+1,814
340
$202K 0.02%
5,970
-199
341
$200K 0.02%
+4,850
342
$188K 0.02%
71,900
343
$184K 0.02%
17,917
344
$183K 0.02%
16,778
345
$181K 0.02%
12,952
+3
346
$174K 0.02%
18,634
347
$169K 0.02%
5,945
-1,220
348
$162K 0.01%
40,081
-4,500
349
$143K 0.01%
11,514
+7
350
$136K 0.01%
11,007
+507
12 13
14
15 16