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
101
$1.86M 0.17%
+20,000
102
$1.86M 0.17%
11,423
-10
103
$1.84M 0.17%
21,103
-62
104
$1.75M 0.16%
15,123
+2,286
105
$1.74M 0.16%
19,447
+4,885
106
$1.67M 0.15%
20,713
-7,973
107
$1.66M 0.15%
39,587
+7,179
108
$1.59M 0.15%
+86,571
109
$1.56M 0.14%
25,980
+280
110
$1.51M 0.14%
21,794
-87,833
111
$1.5M 0.14%
33,561
-44,849
112
$1.48M 0.14%
20,117
+81
113
$1.48M 0.14%
29,932
-81,181
114
$1.45M 0.13%
27,364
+204
115
$1.43M 0.13%
11,284
+2,082
116
$1.42M 0.13%
30,350
-4,455
117
$1.37M 0.13%
23,500
+12,300
118
$1.35M 0.12%
+48,064
119
$1.34M 0.12%
21,680
+486
120
$1.33M 0.12%
40,780
121
$1.3M 0.12%
82,000
-12,846
122
$1.3M 0.12%
21,070
-1,487
123
$1.29M 0.12%
39,634
-2,556
124
$1.28M 0.12%
+16,354
125
$1.27M 0.12%
17,713
+4,966
3 4
5
6 7