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
151
$1M 0.09%
131,043
-968
152
$1M 0.09%
16,281
+110
153
$988K 0.09%
+31,810
154
$974K 0.09%
4,677
-3
155
$971K 0.09%
5,829
156
$949K 0.09%
+35,398
157
$930K 0.09%
17,937
+224
158
$929K 0.09%
22,770
+150
159
$928K 0.09%
16,158
+886
160
$902K 0.08%
6,108
+300
161
$897K 0.08%
19,186
-2,085
162
$865K 0.08%
17,300
+200
163
$860K 0.08%
28,710
+10,709
164
$857K 0.08%
14,348
-627
165
$853K 0.08%
3,932
-148
166
$835K 0.08%
14,292
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167
$823K 0.08%
57,184
-3,408
168
$823K 0.08%
38,805
-8,289
169
$811K 0.07%
10,027
-238
170
$806K 0.07%
6,853
+51
171
$803K 0.07%
5,833
+150
172
$797K 0.07%
4,175
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173
$793K 0.07%
4,027
174
$777K 0.07%
8,317
+820
175
$770K 0.07%
29,922
-648
5 6
7
8 9