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
476
$158K 0.02%
+41,050
477
$152K 0.02%
+12,030
478
$151K 0.02%
+12,266
479
$151K 0.02%
+14,873
480
$148K 0.02%
+25,837
481
$145K 0.02%
+11,346
482
$135K 0.02%
+14,037
483
$135K 0.02%
+5,473
484
$134K 0.02%
+16,762
485
$131K 0.02%
+10,011
486
$129K 0.02%
+10,093
487
$129K 0.02%
+10,489
488
$128K 0.02%
+7,486
489
$128K 0.02%
+11,396
490
$117K 0.02%
+23,500
491
$114K 0.02%
+11,960
492
$109K 0.02%
+2,938
493
$107K 0.02%
+11,441
494
– –
0
495
$98K 0.01%
+13,258
496
$95K 0.01%
+4,623
497
$74K 0.01%
+1,676
498
$70K 0.01%
+2,120
499
$42K 0.01%
+24,874
500
$19K ﹤0.01%
+4,060
17 18 19
20
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