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CWM
Concentrum Wealth Management Portfolio holdings
AUM
$339M
1-Year Est. Return
26.77%
This Fund
S&P 500
1 Year Est. Return
+26.77%
AUM
$339M
AUM Growth
-$19.5M
(-5.4%)
Holding
117
Top Buys
| 1 | +$2.36M | |
| 2 | +$1.75M | |
| 3 | +$1.7M | |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$1.05M |
| 5 |
NVIDIA
NVDA
|
+$968K |
Top Sells
| 1 | +$8.36M | |
| 2 | +$3.7M | |
| 3 | +$1.36M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$727K |
| 5 |
Meta Platforms (Facebook)
META
|
+$639K |
Sector Composition
| 1 | Technology | 34.35% |
| 2 | Communication Services | 22.85% |
| 3 | Consumer Discretionary | 4.59% |
| 4 | Consumer Staples | 1.42% |
| 5 | Healthcare | 1.15% |
