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
1
$158M 14.49%
+1,724,081
2
$65.5M 6.01%
+2,121,503
3
$40.4M 3.71%
443,100
-49,064
4
$34.1M 3.13%
+1,253,067
5
$30.8M 2.83%
1,296,716
-6,420
6
$30M 2.76%
3,068,573
-91,632
7
$28M 2.57%
2,269,884
+994,764
8
$27.6M 2.53%
751,987
+3,608
9
$26.9M 2.47%
+1,060,025
10
$24.9M 2.29%
122,538
-19,310
11
$19.6M 1.8%
163,918
+9,504
12
$16.5M 1.51%
526,851
+186,820
13
$14.3M 1.32%
80,327
+16,029
14
$14M 1.28%
83,352
+76,899
15
$13.8M 1.27%
+230,817
16
$13.6M 1.25%
+142,678
17
$13.4M 1.24%
+265,124
18
$11.7M 1.08%
442,100
+161,868
19
$11.6M 1.07%
290,494
+124,929
20
$11M 1.01%
396,680
+164,666
21
$10.3M 0.95%
43,795
+813
22
$9.96M 0.91%
140,400
-20,920
23
$9.67M 0.89%
70,120
-5,440
24
$8.94M 0.82%
27,534
-160
25
$8.44M 0.78%
60,016
+1,212
1
2 3 4 5