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
501
$296K 0.04%
3,650
-270
502
$294K 0.04%
5,555
-223
503
$293K 0.04%
9,410
-112
504
$293K 0.04%
10,104
-13,611
505
– –
-12,030
506
$291K 0.04%
4,986
-177
507
$291K 0.04%
11,026
-45
508
$290K 0.04%
8,445
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509
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28,214
+4,803
510
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6,234
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512
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513
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+8,286
514
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53,072
515
$282K 0.03%
50,300
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516
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517
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4,298
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519
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12,905
520
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7,148
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5,233
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522
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32,718
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523
$274K 0.03%
1,147
-138
524
$273K 0.03%
1,768
-147
525
$273K 0.03%
5,293
-73
19 20
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