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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
$120M
AUM Growth
-$36.2M
(-23%)
Holding
60
Top Buys
| 1 | +$2.64M | |
| 2 | +$2.21M | |
| 3 | +$882K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$815K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$612K |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.47M | |
| 3 | +$1.4M | |
| 4 |
First Trust Energy AlphaDEX Fund
FXN
|
+$1.06M |
| 5 |
AFGR
First Trust Active Factor Large Cap Growth ETF
AFGR
|
+$712K |
Sector Composition
| 1 | Technology | 26.58% |
| 2 | Communication Services | 25.39% |
| 3 | Consumer Discretionary | 4.15% |
| 4 | Financials | 1.03% |
| 5 | Industrials | 0.83% |