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
51
$4.04M 0.37%
41,193
+5,348
52
$3.96M 0.36%
76,884
-3,061
53
$3.88M 0.36%
54,880
-56,320
54
$3.84M 0.35%
69,639
+10,483
55
$3.81M 0.35%
55,605
-729
56
$3.71M 0.34%
25,945
-1,343
57
$3.7M 0.34%
+287,236
58
$3.54M 0.33%
118,352
-94,594
59
$3.45M 0.32%
11,681
-6,162
60
$3.37M 0.31%
25,844
+2,738
61
$3.32M 0.3%
16,031
-18,478
62
$3.31M 0.3%
55,823
+949
63
$3.27M 0.3%
334,201
+57,057
64
$3.25M 0.3%
33,196
-42,399
65
$3.23M 0.3%
297,041
-5,679
66
$3.2M 0.29%
+147,377
67
$3.15M 0.29%
12,187
-16,265
68
$3.01M 0.28%
+140,679
69
$3M 0.28%
16,891
-450
70
$2.95M 0.27%
8,941
-5,944
71
$2.94M 0.27%
11
+4
72
$2.93M 0.27%
+233,782
73
$2.93M 0.27%
+134,187
74
$2.92M 0.27%
15,843
-61
75
$2.9M 0.27%
16,881
-321
1 2
3
4 5