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
351
$559K 0.07%
8,360
-309
352
$558K 0.07%
18,270
+620
353
$558K 0.07%
14,525
-673
354
$558K 0.07%
40,686
355
$557K 0.07%
6,909
+235
356
$554K 0.07%
21,978
-1,917
357
$550K 0.07%
13,983
+2,003
358
$545K 0.07%
+8,223
359
$545K 0.07%
26,085
360
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23,845
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361
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22,350
+2,360
362
$538K 0.07%
14,753
+6,122
363
$534K 0.06%
31,204
+800
364
$530K 0.06%
4,688
-64
365
$518K 0.06%
+16,577
366
$515K 0.06%
7,199
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367
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8,250
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368
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26,494
+7,851
369
$512K 0.06%
9,021
-68
370
$512K 0.06%
8,378
+2,038
371
$506K 0.06%
7,846
+3,350
372
$505K 0.06%
5,960
+379
373
$503K 0.06%
4,523
-96
374
$502K 0.06%
22,283
+5,779
375
$494K 0.06%
5,784
-49
13 14
15
16 17