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
76
$2.78M 0.26%
82,399
-83,789
77
$2.76M 0.25%
26,533
-3,617
78
$2.7M 0.25%
14,433
-265
79
$2.63M 0.24%
71,602
80
$2.62M 0.24%
8,868
+2,568
81
$2.61M 0.24%
65,280
+4,122
82
$2.6M 0.24%
7,132
-25
83
$2.6M 0.24%
33,776
-6
84
$2.57M 0.24%
37,675
-771
85
$2.5M 0.23%
+40,109
86
$2.44M 0.22%
113,700
-98,700
87
$2.41M 0.22%
53,700
88
$2.41M 0.22%
+43,067
89
$2.4M 0.22%
+21,718
90
$2.39M 0.22%
19,934
+943
91
$2.35M 0.22%
13,908
+4,534
92
$2.28M 0.21%
62,988
-13,019
93
$2.26M 0.21%
8,756
-3,342
94
$2.19M 0.2%
16,190
+3
95
$2.19M 0.2%
70,425
+7,698
96
$2.18M 0.2%
11,885
+1,801
97
$2.15M 0.2%
45,132
+2,739
98
$2.09M 0.19%
+16,992
99
$2.08M 0.19%
6,760
-866
100
$1.92M 0.18%
26,144
-1,479
2 3
4
5 6