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
126
$1.27M 0.12%
58,364
+46,170
127
$1.27M 0.12%
38,566
-1,021
128
$1.25M 0.11%
12,479
-68
129
$1.21M 0.11%
76,986
+12,096
130
$1.2M 0.11%
3,647
+25
131
$1.19M 0.11%
14,526
+463
132
$1.16M 0.11%
2,372
-163
133
$1.16M 0.11%
10,681
-688
134
$1.13M 0.1%
19,624
-112
135
$1.12M 0.1%
302,500
+102,500
136
$1.11M 0.1%
14,848
+2,009
137
$1.11M 0.1%
6,180
-266
138
$1.11M 0.1%
9,806
+494
139
$1.11M 0.1%
6,735
140
$1.11M 0.1%
72,900
-5,000
141
$1.1M 0.1%
+7,250
142
$1.09M 0.1%
6,735
+97
143
$1.08M 0.1%
12,153
+470
144
$1.05M 0.1%
2,541
145
$1.05M 0.1%
23,787
146
$1.04M 0.1%
27,002
+4,916
147
$1.03M 0.09%
10,286
+3
148
$1.03M 0.09%
18,415
149
$1.02M 0.09%
23,608
+458
150
$1.02M 0.09%
23,925
-79,779
4 5
6
7 8