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
301
$345K 0.05%
+5,516
302
$344K 0.05%
+34,375
303
$343K 0.05%
+22,933
304
$343K 0.05%
+5,879
305
$343K 0.05%
+22,230
306
$342K 0.05%
+6,523
307
$342K 0.05%
+25,557
308
$342K 0.05%
+14,746
309
$339K 0.05%
+7,707
310
$339K 0.05%
+3,575
311
$338K 0.05%
+26,215
312
$337K 0.05%
+3,606
313
$336K 0.05%
+11,188
314
$336K 0.05%
+9,717
315
$335K 0.05%
+1,546
316
$335K 0.05%
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317
$335K 0.05%
+32,593
318
$335K 0.05%
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$334K 0.05%
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320
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+3,416
322
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$326K 0.05%
+12,780
324
$325K 0.05%
+5,513
325
$324K 0.05%
+40,824