CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Est. Return
14.91%
This Fund
S&P 500
1 Year Est. Return
+14.91%
AUM
$103M
AUM Growth
-$339M
(-77%)
Holding
503
Top Buys
| 1 | +$1.54M | |
| 2 | +$1.22M | |
| 3 | +$715K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$612K |
| 5 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$574K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$6.79M | |
| 3 | +$6.28M | |
| 4 |
Microsoft
MSFT
|
+$5.98M |
| 5 |
Amazon
AMZN
|
+$5.02M |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Financials | 6.67% |
| 3 | Healthcare | 6.57% |
| 4 | Industrials | 3.05% |
| 5 | Energy | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
| – | – |
-38,961
|
|
||
502
Illinois Tool Works
ITW
$85.2B
| – | – |
-2,323
|
|
||
503
iShares S&P 500 Value ETF
IVE
$50.2B
| – | – |
-2,464
|
|