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
351
$284K 0.04%
+3,473
352
$282K 0.04%
+2,843
353
$281K 0.04%
+6,030
354
$280K 0.04%
+5,060
355
$279K 0.04%
+5,493
356
$279K 0.04%
+5,429
357
$278K 0.04%
+2,450
358
$278K 0.04%
+7,808
359
$278K 0.04%
+8,867
360
$277K 0.04%
+11,969
361
$276K 0.04%
+6,982
362
$275K 0.04%
+21,853
363
$275K 0.04%
+31,244
364
$274K 0.04%
+11,780
365
$274K 0.04%
+6,623
366
$274K 0.04%
+4,950
367
– –
0
368
$268K 0.04%
+12,835
369
$267K 0.04%
+7,713
370
$265K 0.04%
+35,054
371
$265K 0.04%
+24,900
372
$264K 0.04%
+12,913
373
$263K 0.04%
+4,299
374
$262K 0.04%
+73,245
375
$261K 0.04%
+12,073
13 14
15
16 17