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
$742M
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.03M
3
+$900K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$771K
5
NUE icon
Nucor
NUE
+$769K

Top Sells

1
+$9.67M
2
+$2.95M
3
+$1.64M
4
HYLD
High Yield ETF
HYLD
+$1.52M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$1.48M

Sector Composition

1 Industrials 32.38%
2 Consumer Discretionary 15.55%
3 Technology 6.43%
4 Healthcare 4.31%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$347K 0.05%
7,041
-842
352
$347K 0.05%
8,365
-183
353
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29,353
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354
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11,226
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355
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356
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+29,391
357
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359
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360
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361
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365
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12,978
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366
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369
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29,246
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372
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18,825
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16,848
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375
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5,989
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