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
76
$2.85M 0.26%
71,602
77
$2.76M 0.25%
70,542
-681,445
78
$2.73M 0.25%
7,130
-2
79
$2.7M 0.25%
43,514
+3,405
80
$2.69M 0.25%
13,683
-225
81
$2.69M 0.25%
16,192
+2
82
$2.68M 0.25%
11,057
-1,130
83
$2.64M 0.24%
37,543
-132
84
$2.63M 0.24%
53,700
85
$2.56M 0.23%
7,098
-1,843
86
$2.47M 0.23%
62,707
-281
87
$2.39M 0.22%
42,820
-247
88
$2.32M 0.21%
25,833
-700
89
$2.17M 0.2%
96,100
-17,600
90
$2.14M 0.2%
63,670
+22,890
91
$2.13M 0.2%
97,665
-36,522
92
$2.08M 0.19%
17,876
+2,753
93
$2.08M 0.19%
16,410
-582
94
$2.06M 0.19%
8,526
-230
95
$2.02M 0.18%
26,148
+4
96
$1.99M 0.18%
5,933
-827
97
$1.94M 0.18%
17,581
-4,137
98
$1.92M 0.18%
11,619
-266
99
$1.91M 0.18%
11,423
100
$1.9M 0.17%
21,803
+700
2 3
4
5 6