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
$801M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$3.07M
3 +$2.83M
4
T icon
AT&T
T
+$2.34M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.56M

Sector Composition

1 Industrials 33.22%
2 Consumer Discretionary 14.92%
3 Technology 5.29%
4 Energy 3.88%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$166K 0.02%
10,317
+2,169
527
$165K 0.02%
12,266
528
$163K 0.02%
+10,304
529
$163K 0.02%
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530
$162K 0.02%
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531
$156K 0.02%
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532
$154K 0.02%
11,582
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533
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534
$147K 0.02%
10,771
535
$144K 0.02%
10,580
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536
$139K 0.02%
14,637
537
$136K 0.02%
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539
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$117K 0.01%
10,371
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541
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547
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17,849
549
$69K 0.01%
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$62K 0.01%
16,329