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
426
$220K 0.03%
+6,609
427
$220K 0.03%
+5,573
428
$219K 0.03%
+3,138
429
$218K 0.03%
+6,643
430
$217K 0.03%
+15,915
431
$217K 0.03%
+8,928
432
$217K 0.03%
+8,456
433
$217K 0.03%
+7,740
434
$216K 0.03%
+13,155
435
$216K 0.03%
+3,001
436
$215K 0.03%
+19,030
437
$215K 0.03%
+22,949
438
– –
0
439
$212K 0.03%
+13,890
440
$212K 0.03%
+5,846
441
$211K 0.03%
+9,921
442
$209K 0.03%
+255
443
$208K 0.03%
+14,501
444
$208K 0.03%
+8,740
445
$208K 0.03%
+2,619
446
$208K 0.03%
+6,732
447
$206K 0.03%
+9,877
448
$206K 0.03%
+21,472
449
$206K 0.03%
+7,368
450
$205K 0.03%
+9,241
16 17
18
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