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
176
$755K 0.07%
24,570
177
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5,074
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187
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198
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199
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200
$561K 0.05%
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8
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