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
351
$123K 0.01%
14,185
-6,938
352
$122K 0.01%
31,315
353
$110K 0.01%
2,056
354
$84K 0.01%
11,388
355
$70K 0.01%
70,000
-30,000
356
$57K 0.01%
9
357
$43K ﹤0.01%
+10,024
358
$21K ﹤0.01%
+333
359
$9K ﹤0.01%
15,570
360
$4K ﹤0.01%
1,593
361
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362
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363
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364
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365
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366
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367
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368
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369
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370
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371
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372
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373
– –
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374
– –
-16,031
375
– –
-351
12 13 14
15
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