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
26
$8.15M 0.75%
215,289
+52,704
27
$7.88M 0.72%
169,038
+1,726
28
$7.84M 0.72%
343,435
-9,396
29
$7.83M 0.72%
131,601
+164
30
$7.71M 0.71%
21,270
-110
31
$7.07M 0.65%
119,782
-1,248
32
$6.96M 0.64%
348,883
+3,881
33
$6.59M 0.61%
70,050
-7,099
34
$6.47M 0.59%
25,832
-446
35
$6.06M 0.56%
103,103
+4,615
36
$5.8M 0.53%
52,044
-5
37
$5.58M 0.51%
42,152
+2,010
38
$5.5M 0.5%
24,213
-1,491
39
$5.36M 0.49%
89,595
+2,105
40
$5.13M 0.47%
740,090
+7,484
41
$5.11M 0.47%
143,570
-7,375
42
$5.06M 0.46%
26,193
-17,147
43
$5.04M 0.46%
+49,579
44
$4.86M 0.45%
16,031
-5,046
45
$4.84M 0.44%
52,805
+1,241
46
$4.75M 0.44%
15,336
-3,831
47
$4.73M 0.43%
105,851
+17,941
48
$4.41M 0.41%
59,938
-63,411
49
$4.25M 0.39%
+103,704
50
$4.14M 0.38%
76,201
-1,350
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