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
201
$557K 0.05%
37,793
-4,688
202
$551K 0.05%
4,971
-1,025
203
$551K 0.05%
25,479
204
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205
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206
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207
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8,727
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208
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27,165
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209
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210
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211
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212
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213
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214
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215
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216
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217
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218
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219
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220
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221
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222
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223
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21,041
-1,520
224
$477K 0.04%
16,342
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225
$475K 0.04%
1,690
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