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
401
$438K 0.05%
27,912
-7,583
402
$433K 0.05%
3,619
+489
403
$431K 0.05%
10,950
-160
404
$429K 0.05%
25,460
-395
405
$428K 0.05%
16,014
-1,116
406
$428K 0.05%
4,032
-409
407
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5,344
-246
408
$428K 0.05%
2,189
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409
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11,702
+2,148
410
$425K 0.05%
7,386
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411
$424K 0.05%
13,125
412
$424K 0.05%
11,177
-1,783
413
$424K 0.05%
20,450
-16
414
$424K 0.05%
76
415
$420K 0.05%
25,956
416
$420K 0.05%
22,275
417
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1,038
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418
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4,715
+2,040
419
$414K 0.05%
10,764
-2,108
420
$406K 0.05%
3,229
-227
421
$406K 0.05%
9,195
-1,947
422
$399K 0.05%
13,366
423
$393K 0.05%
27,346
-987
424
$392K 0.05%
7,420
+1,152
425
$392K 0.05%
3,394
+557
15 16
17
18 19