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
501
$8K ﹤0.01%
+6,059