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
51
$4.09M 0.37%
56,548
+943
52
$4M 0.37%
116,452
+10,601
53
$3.82M 0.35%
439,826
+105,625
54
$3.77M 0.35%
76,884
55
$3.76M 0.34%
42,889
+1,696
56
$3.72M 0.34%
24,830
-1,115
57
$3.65M 0.33%
137,164
-10,213
58
$3.63M 0.33%
14,458
+25
59
$3.58M 0.33%
76,800
+11,520
60
$3.58M 0.33%
26,708
+864
61
$3.54M 0.32%
16,153
+310
62
$3.52M 0.32%
11
63
$3.48M 0.32%
27,689
-5,507
64
$3.34M 0.31%
45,400
-9,480
65
$3.17M 0.29%
78,377
-39,975
66
$3.14M 0.29%
19,941
+7
67
$3.11M 0.29%
9,199
-2,482
68
$3.11M 0.29%
13,360
-3,531
69
$3.1M 0.28%
88,971
+18,546
70
$3.06M 0.28%
16,364
-517
71
$2.99M 0.27%
140,406
-273
72
$2.98M 0.27%
9,563
+695
73
$2.96M 0.27%
234,387
+605
74
$2.88M 0.26%
160,187
-136,854
75
$2.85M 0.26%
78,688
-3,711
1 2
3
4 5