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
401
$251K 0.06%
1,768
-89
402
$250K 0.06%
3,092
-12,088
403
$250K 0.06%
1,075
+14
404
$249K 0.06%
4,450
+196
405
$248K 0.06%
4,221
+882
406
$247K 0.05%
24,105
-8,919
407
$246K 0.05%
+27,300
408
$245K 0.05%
4,359
-1,025
409
$245K 0.05%
2,513
-14,565
410
$244K 0.05%
5,608
+2,286
411
$244K 0.05%
3,529
+209
412
$244K 0.05%
2,846
-250
413
$243K 0.05%
1,228
-2,297
414
$241K 0.05%
10,897
-20,580
415
$239K 0.05%
6,434
-45
416
$239K 0.05%
3,725
417
$238K 0.05%
2,136
-187
418
$237K 0.05%
+11,898
419
$236K 0.05%
23,179
-630
420
$234K 0.05%
3,088
-2,368
421
$233K 0.05%
2,279
-9,413
422
$233K 0.05%
4,170
+925
423
$231K 0.05%
2,995
-7
424
$231K 0.05%
3,020
-28,399
425
$230K 0.05%
1,846
+66
15 16
17
18 19