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
101
$1.88M 0.17%
37,243
-7,889
102
$1.88M 0.17%
38,018
+4,457
103
$1.8M 0.16%
28,455
-5,321
104
$1.76M 0.16%
25,348
-632
105
$1.72M 0.16%
20,000
106
$1.71M 0.16%
11,488
+204
107
$1.71M 0.16%
60,858
+12,794
108
$1.68M 0.15%
21,216
+1,099
109
$1.65M 0.15%
121,760
-2,800
110
$1.63M 0.15%
22,652
+3,205
111
$1.53M 0.14%
30,350
112
$1.52M 0.14%
79,231
-7,340
113
$1.49M 0.14%
23,501
+1
114
$1.49M 0.14%
20,099
-1,695
115
$1.48M 0.14%
27,086
-278
116
$1.45M 0.13%
17,746
-2,967
117
$1.44M 0.13%
39,484
-150
118
$1.43M 0.13%
21,859
+179
119
$1.41M 0.13%
52,499
+13,119
120
$1.39M 0.13%
26,852
-3,080
121
$1.33M 0.12%
24,605
+12,818
122
$1.32M 0.12%
80,106
-1,894
123
$1.31M 0.12%
22,729
+1,659
124
$1.3M 0.12%
70,341
+5,589
125
$1.29M 0.12%
54,854
+9,307
3 4
5
6 7