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
326
$323K 0.05%
+11,476
327
$319K 0.05%
+7,882
328
$315K 0.05%
+9,025
329
$315K 0.05%
+2,053
330
$314K 0.05%
+2,805
331
$313K 0.05%
+12,853
332
$312K 0.05%
+3,990
333
$312K 0.05%
+7,294
334
$307K 0.05%
+7,397
335
$306K 0.05%
+58,983
336
$303K 0.05%
+3,139
337
$301K 0.05%
+6,138
338
$299K 0.04%
+6,349
339
$299K 0.04%
+2,701
340
$299K 0.04%
+1,317
341
$299K 0.04%
+4,053
342
$298K 0.04%
+8,775
343
$298K 0.04%
+8,903
344
$294K 0.04%
+12,145
345
$294K 0.04%
+26,926
346
$293K 0.04%
+6,052
347
$291K 0.04%
+7,970
348
$289K 0.04%
+6,550
349
$289K 0.04%
+22,595
350
$287K 0.04%
+6,456
12 13
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