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
126
$1.19M 0.11%
12,547
+131
127
$1.18M 0.11%
124,560
-3,640
128
$1.17M 0.11%
45,547
-35,777
129
$1.14M 0.1%
77,900
-14,200
130
$1.13M 0.1%
3,622
-1,725
131
$1.12M 0.1%
14,063
+2,837
132
$1.12M 0.1%
64,752
-2,472
133
$1.11M 0.1%
23,787
+2,602
134
$1.1M 0.1%
2,535
-16
135
$1.06M 0.1%
6,446
-1,483
136
$1.04M 0.1%
11,369
+719
137
$1.03M 0.09%
+10,283
138
$1.02M 0.09%
19,736
-1,032
139
$1M 0.09%
+47,094
140
$997K 0.09%
16,171
+6,468
141
$986K 0.09%
9,312
+301
142
$985K 0.09%
2,541
-34
143
$985K 0.09%
18,415
144
$978K 0.09%
21,271
-43,713
145
$974K 0.09%
6,735
-107
146
$965K 0.09%
64,890
-30,328
147
$959K 0.09%
39,380
-13,858
148
$954K 0.09%
14,677
-43,854
149
$951K 0.09%
43,665
-8,700
150
$950K 0.09%
+132,011
4 5
6
7 8