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
376
$481K 0.06%
34,826
+164
377
$478K 0.06%
18,102
-26
378
$477K 0.06%
+9,930
379
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3,907
+543
380
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+10,862
381
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382
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383
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4,842
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384
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-30
385
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386
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4,691
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387
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6,743
-2,069
388
$471K 0.06%
13,685
-1,212
389
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4,185
+2,145
390
$471K 0.06%
15,003
391
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34,602
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27,210
393
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394
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+23,224
395
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18,385
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396
$453K 0.06%
5,745
397
$451K 0.05%
2,257
+144
398
$449K 0.05%
25,500
399
$447K 0.05%
11,187
-1,296
400
$442K 0.05%
7,370
14 15
16
17 18