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
151
$933K 0.09%
11,683
+3,219
152
$917K 0.08%
23,150
-3,951
153
$910K 0.08%
40,934
-4,419
154
$899K 0.08%
12,839
+1,465
155
$867K 0.08%
22,086
+4,380
156
$866K 0.08%
22,620
157
$843K 0.08%
4,680
-8,079
158
$835K 0.08%
5,084
+747
159
$828K 0.08%
14,975
-1,467
160
$821K 0.08%
5,808
+316
161
$820K 0.08%
39,520
-970
162
$816K 0.07%
+24,557
163
$789K 0.07%
+30,570
164
$786K 0.07%
10,265
-4,321
165
$783K 0.07%
4,080
-1,122
166
$781K 0.07%
15,272
+933
167
$778K 0.07%
17,100
-1,970
168
$776K 0.07%
19,073
+2,787
169
$774K 0.07%
+9,816
170
$773K 0.07%
3,526
171
$769K 0.07%
60,592
-20,624
172
$764K 0.07%
5,683
-77
173
$756K 0.07%
+128,064
174
$721K 0.07%
12,251
+3,185
175
$702K 0.06%
4,027
-200
5 6
7
8 9