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
176
$699K 0.06%
+7,497
177
$697K 0.06%
6,638
-70
178
$691K 0.06%
24,570
-6,375
179
$682K 0.06%
+200,000
180
$677K 0.06%
17,466
-5,400
181
$671K 0.06%
24,435
-1,165
182
$662K 0.06%
17,700
183
$655K 0.06%
+5,996
184
$648K 0.06%
5,829
-1,191
185
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+11,787
186
$632K 0.06%
16,154
-4,049
187
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5,570
-1,458
188
$620K 0.06%
6,802
-1,871
189
$606K 0.06%
3,866
+674
190
$606K 0.06%
11,301
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191
$603K 0.06%
9,904
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193
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+50,067
194
$574K 0.05%
18,001
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195
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9,775
196
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32,935
+15,900
197
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13,216
+7,998
198
$553K 0.05%
11,134
+6,037
199
$538K 0.05%
43,944
-31,848
200
$535K 0.05%
25,479
-17,276
6 7
8
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