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
426
$390K 0.05%
+7,658
427
$390K 0.05%
9,551
-1,999
428
$388K 0.05%
3,340
-24
429
$386K 0.05%
8,096
-75
430
$385K 0.05%
+13,749
431
$384K 0.05%
4,498
-250
432
$383K 0.05%
6,861
+89
433
$383K 0.05%
5,414
+344
434
$382K 0.05%
26,614
+2,250
435
$382K 0.05%
+5,616
436
$377K 0.05%
3,236
-188
437
$376K 0.05%
14,377
+28
438
$374K 0.05%
7,765
-1,105
439
$372K 0.05%
4,597
-400
440
$369K 0.04%
3,441
-33
441
$368K 0.04%
5,456
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442
$364K 0.04%
26,620
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443
$363K 0.04%
3,569
+105
444
$361K 0.04%
2,332
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445
$361K 0.04%
7,364
+123
446
$355K 0.04%
5,316
447
$354K 0.04%
10,100
+382
448
$351K 0.04%
5,446
-1,900
449
$351K 0.04%
7,533
-290
450
$346K 0.04%
2,480
+26
16 17
18
19 20