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
$449M
AUM Growth
-$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.12M
3
+$978K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$888K
5
ZION icon
Zions Bancorporation
ZION
+$643K

Top Sells

1
+$14.2M
2
+$11.3M
3
+$6.97M
4
BAC icon
Bank of America
BAC
+$6.78M
5
XOM icon
Exxon Mobil
XOM
+$5.95M

Sector Composition

1 Technology 11.08%
2 Industrials 7.41%
3 Financials 7.28%
4 Healthcare 6.97%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$268K 0.06%
7,417
+5,896
377
$268K 0.06%
12,910
+10,714
378
$267K 0.06%
720
-318
379
$265K 0.06%
1,852
-3,082
380
$265K 0.06%
11,451
-28,437
381
$265K 0.06%
11,252
-8
382
$265K 0.06%
3,825
-27
383
$264K 0.06%
2,467
-2,221
384
$263K 0.06%
5,064
-370
385
$263K 0.06%
39,200
386
$261K 0.06%
+1,268
387
$260K 0.06%
+6,536
388
$259K 0.06%
4,772
389
$259K 0.06%
+6,461
390
$259K 0.06%
3,672
-4,174
391
$259K 0.06%
5,101
-8,412
392
$258K 0.06%
3,586
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393
$258K 0.06%
28,925
-3,793
394
$258K 0.06%
4,810
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395
$257K 0.06%
2,199
-10,974
396
$256K 0.06%
12,905
397
$253K 0.06%
1,758
-722
398
$252K 0.06%
4,522
-11,732
399
$252K 0.06%
16,581
+2,934
400
$251K 0.06%
7,233
+580
14 15
16
17 18