CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$94.8M
3
+$25.9M
4
AAPL icon
Apple
AAPL
+$11.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.87%
2 Consumer Discretionary 17.1%
3 Technology 4.98%
4 Energy 3.81%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$500K 0.07%
+5,491
227
$494K 0.07%
+12,352
228
$493K 0.07%
+18,130
229
$491K 0.07%
+8,761
230
$490K 0.07%
+5,305
231
$487K 0.07%
+12,120
232
$483K 0.07%
+10,368
233
$482K 0.07%
+7,273
234
$479K 0.07%
+10,543
235
$479K 0.07%
+6,912
236
$478K 0.07%
+27,930
237
$476K 0.07%
+17,019
238
$462K 0.07%
+8,985
239
$458K 0.07%
+44,034
240
$457K 0.07%
+17,658
241
$454K 0.07%
+6,712
242
$452K 0.07%
+32,119
243
$452K 0.07%
+11,725
244
$449K 0.07%
+11,740
245
$447K 0.07%
+2,400
246
$444K 0.07%
+17,958
247
$437K 0.07%
+39,471
248
$433K 0.06%
+6,533
249
$430K 0.06%
+7,195
250
$429K 0.06%
+10,554
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