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
$442M
AUM Growth
-$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.19M
3
+$1.93M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.64M
5
NWBI icon
Northwest Bancshares
NWBI
+$1.58M

Top Sells

1
+$2.6M
2
+$1.96M
3
+$1.8M
4
AAPL icon
Apple
AAPL
+$1.54M
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$1.46M

Sector Composition

1 Technology 10.57%
2 Financials 7.77%
3 Industrials 6.97%
4 Healthcare 6.55%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$268K 0.06%
7,417
377
$268K 0.06%
5,670
+901
378
$267K 0.06%
1,867
+15
379
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11,252
381
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32,310
-1,600
382
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383
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384
$261K 0.06%
1,863
-1,400
385
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386
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387
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388
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389
$259K 0.06%
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390
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391
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1,253
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400
$248K 0.06%
+5,082
14 15
16
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