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
$823M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.95M
3
+$2.9M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.71M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.58M

Top Sells

1
+$2.68M
2
+$1.83M
3
+$1.58M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.51M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.43M

Sector Composition

1 Technology 11.04%
2 Healthcare 7.49%
3 Financials 6.66%
4 Consumer Discretionary 6.15%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$764K 0.09%
19,412
+684
277
$760K 0.09%
7,031
+2,305
278
$759K 0.09%
54,186
-4,827
279
$758K 0.09%
4,898
-9,238
280
$752K 0.09%
15,782
-100
281
$751K 0.09%
+4,217
282
$750K 0.09%
13,644
+7,473
283
$744K 0.09%
31,420
+786
284
$734K 0.09%
6,258
+146
285
$733K 0.09%
44,506
+27,671
286
$730K 0.09%
14,043
+68
287
$729K 0.09%
8,360
-2,377
288
$728K 0.09%
6,899
+1,648
289
$722K 0.09%
16,712
+34
290
$721K 0.09%
18,708
+5,864
291
$716K 0.09%
29,674
+18,170
292
$713K 0.09%
28,155
+18,504
293
$710K 0.09%
33,475
+434
294
$708K 0.09%
9,986
-266
295
$706K 0.09%
4,919
-515
296
$704K 0.09%
17,923
+2,702
297
$702K 0.09%
8,064
-57
298
$697K 0.08%
5,447
-108
299
$697K 0.08%
17,234
-558
300
$696K 0.08%
16,868
+8,768
10 11
12
13 14