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
451
$346K 0.04%
10,729
-2,326
452
$344K 0.04%
3,558
-486
453
$343K 0.04%
45,223
-250
454
$342K 0.04%
5,702
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455
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+16,464
456
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3,760
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457
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33,024
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458
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460
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8,348
461
$334K 0.04%
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462
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463
$332K 0.04%
42,275
-610
464
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11,500
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465
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21,600
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466
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467
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468
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2,465
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470
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21,502
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471
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11,479
472
$318K 0.04%
5,959
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473
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+5,629
474
$317K 0.04%
4,182
-114
475
$315K 0.04%
13,253
+311
17 18
19
20 21