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
451
$204K 0.03%
+2,806
452
$204K 0.03%
+29,453
453
$202K 0.03%
+5,016
454
$202K 0.03%
+5,548
455
$201K 0.03%
+8,703
456
$200K 0.03%
+17,756
457
$200K 0.03%
+2,580
458
$200K 0.03%
+2,451
459
$196K 0.03%
+13,900
460
$194K 0.03%
+10,055
461
$190K 0.03%
+10,719
462
$186K 0.03%
+44,600
463
$182K 0.03%
+26,477
464
$182K 0.03%
+12,366
465
$179K 0.03%
+23,572
466
$179K 0.03%
+33,015
467
$178K 0.03%
+23,100
468
$178K 0.03%
+12,602
469
$175K 0.03%
+10,039
470
$171K 0.03%
+11,300
471
$167K 0.03%
+17,209
472
$165K 0.02%
+15,000
473
$162K 0.02%
+18,771
474
$160K 0.02%
+11,572
475
$159K 0.02%
+11,963
17 18
19
20 21