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
476
$315K 0.04%
1,780
+49
477
$315K 0.04%
+7,290
478
$314K 0.04%
1,892
+72
479
$313K 0.04%
7,887
-1,354
480
$313K 0.04%
3,239
-14
481
$313K 0.04%
5,505
+250
482
$309K 0.04%
6,102
+722
483
$309K 0.04%
18,720
484
$309K 0.04%
3,852
+14
485
– –
-7,004
486
$307K 0.04%
12,741
487
$307K 0.04%
8,210
-1,093
488
$307K 0.04%
6,120
489
$305K 0.04%
+6,207
490
$304K 0.04%
10,830
-3,774
491
$303K 0.04%
4,472
-698
492
$303K 0.04%
+4,101
493
$302K 0.04%
3,096
+50
494
$302K 0.04%
5,314
+1,004
495
$301K 0.04%
+7,781
496
$300K 0.04%
20,328
497
$300K 0.04%
22,251
-5,625
498
$297K 0.04%
38,233
+727
499
$297K 0.04%
1,857
-54
500
$296K 0.04%
+10,865
18 19
20
21 22