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
26
$2.13M 0.32%
+53,509
27
$2.13M 0.32%
+96,520
28
$2.07M 0.31%
+46,311
29
$2.05M 0.31%
+114,776
30
$2.01M 0.3%
+23,392
31
$1.97M 0.29%
+19,218
32
$1.88M 0.28%
+16,974
33
$1.83M 0.27%
+71,094
34
$1.76M 0.26%
+27,480
35
$1.76M 0.26%
+17,220
36
$1.75M 0.26%
+75,880
37
$1.72M 0.26%
+124,280
38
$1.72M 0.26%
+15,107
39
$1.71M 0.26%
+55,988
40
$1.7M 0.25%
+10,549
41
$1.66M 0.25%
+88,749
42
$1.65M 0.25%
+38,732
43
$1.61M 0.24%
+27,903
44
$1.58M 0.24%
+25,357
45
$1.57M 0.23%
+82,543
46
$1.56M 0.23%
+37,006
47
$1.54M 0.23%
+25,211
48
$1.54M 0.23%
+49,443
49
$1.53M 0.23%
+24,206
50
$1.49M 0.22%
+19,499
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