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
$668M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$94.8M
3
+$25.9M
4
AAPL icon
Apple
AAPL
+$11.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.87%
2 Consumer Discretionary 17.1%
3 Technology 4.98%
4 Energy 3.81%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$238K 0.04%
+11,310
402
$237K 0.04%
+3,427
403
$237K 0.04%
+4,900
404
$236K 0.04%
+5,593
405
$235K 0.04%
+2,037
406
$234K 0.04%
+2,225
407
$233K 0.03%
+34,978
408
– –
0
409
– –
0
410
$233K 0.03%
+5,938
411
$232K 0.03%
+4,827
412
$232K 0.03%
+5,867
413
$232K 0.03%
+8,652
414
$229K 0.03%
+14,418
415
$228K 0.03%
+2,793
416
$228K 0.03%
+14,125
417
$227K 0.03%
+6,294
418
$226K 0.03%
+11,090
419
$225K 0.03%
+6,344
420
$225K 0.03%
+4,428
421
$222K 0.03%
+6,048
422
$221K 0.03%
+10,175
423
$221K 0.03%
+4,315
424
$220K 0.03%
+33,208
425
$220K 0.03%
+29,120
15 16
17
18 19