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
201
$534K 0.05%
+15,613
202
$533K 0.05%
6,760
-4,507
203
$529K 0.05%
+8,527
204
$520K 0.05%
17,400
-24,702
205
$516K 0.05%
8,550
-19,175
206
$512K 0.05%
+22,561
207
$510K 0.05%
29,058
-12,621
208
$506K 0.05%
3,372
-39
209
$505K 0.05%
+9,770
210
$502K 0.05%
45,566
211
$494K 0.05%
+5,937
212
$492K 0.05%
27,098
+4,000
213
$491K 0.05%
30,895
+7,562
214
$488K 0.04%
+95,221
215
$484K 0.04%
10,000
216
$482K 0.04%
59,046
+10,000
217
$479K 0.04%
+16,559
218
$479K 0.04%
+3,562
219
$473K 0.04%
+3,240
220
$471K 0.04%
15,485
+6,819
221
$468K 0.04%
5,737
222
$461K 0.04%
11,839
+5,149
223
$460K 0.04%
5,290
+832
224
$455K 0.04%
7,367
+2,380
225
$454K 0.04%
2,891
+420
7 8
9
10 11