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
251
$429K 0.06%
+10,850
252
$428K 0.06%
+1,649
253
$427K 0.06%
+6,431
254
$425K 0.06%
+8,806
255
$425K 0.06%
+23,218
256
$424K 0.06%
+6,455
257
$424K 0.06%
+21,086
258
$423K 0.06%
+10,437
259
$422K 0.06%
+9,471
260
$419K 0.06%
+4,990
261
$419K 0.06%
+5,757
262
$415K 0.06%
+5,310
263
$413K 0.06%
+5,470
264
$413K 0.06%
+9,974
265
$412K 0.06%
+25,435
266
$410K 0.06%
+22,372
267
$410K 0.06%
+1,714
268
$407K 0.06%
+549
269
$407K 0.06%
+18,509
270
$402K 0.06%
+8,548
271
$402K 0.06%
+7,091
272
$401K 0.06%
+7,028
273
$401K 0.06%
+8,023
274
$399K 0.06%
+21,323
275
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