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
26
$7.71M 0.71%
120,478
+696
27
$7.18M 0.66%
25,847
+15
28
$6.97M 0.64%
323,819
-19,616
29
$6.82M 0.63%
227,846
+12,557
30
$6.4M 0.59%
336,038
-12,845
31
$6.38M 0.58%
62,587
+13,008
32
$6.34M 0.58%
51,073
-971
33
$6.33M 0.58%
105,078
+1,975
34
$6.1M 0.56%
23,278
-935
35
$5.88M 0.54%
42,395
+243
36
$5.74M 0.53%
59,584
-10,466
37
$5.71M 0.52%
16,081
+50
38
$5.52M 0.51%
53,155
+350
39
$5.21M 0.48%
140,720
-2,850
40
$5.07M 0.47%
128,820
-40,218
41
$5M 0.46%
14,877
-459
42
$4.6M 0.42%
+23,970
43
$4.52M 0.41%
22,594
-3,599
44
$4.52M 0.41%
52,576
-7,362
45
$4.39M 0.4%
73,881
+4,242
46
$4.37M 0.4%
75,563
-638
47
$4.37M 0.4%
85,940
+30,117
48
$4.35M 0.4%
83,988
-5,607
49
$4.31M 0.4%
743,470
+3,380
50
$4.18M 0.38%
284,043
-3,193
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