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
301
$693K 0.08%
10,031
+1,096
302
$693K 0.08%
53,053
+57
303
$690K 0.08%
7,836
-114
304
$688K 0.08%
10,445
+610
305
$688K 0.08%
11,105
306
$687K 0.08%
29,673
+1,612
307
$685K 0.08%
83,699
308
$682K 0.08%
92,125
+1,065
309
$679K 0.08%
35,518
+7,901
310
$678K 0.08%
10,431
-136
311
$668K 0.08%
14,734
+10,026
312
$667K 0.08%
25,584
-465
313
$658K 0.08%
34,196
+2,302
314
$656K 0.08%
12,130
-1,279
315
$654K 0.08%
11,085
+60
316
$653K 0.08%
48,979
-2,219
317
$652K 0.08%
4,282
-182
318
$650K 0.08%
5,773
-160
319
$649K 0.08%
6,925
+2,172
320
$648K 0.08%
39,628
-8,319
321
$646K 0.08%
+47,544
322
$644K 0.08%
4,202
+55
323
$642K 0.08%
22,718
+3,842
324
$641K 0.08%
3,525
+114
325
$640K 0.08%
13,513
+4,511
11 12
13
14 15