CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Return
14.91%
This Quarter Return
-0.18%
1 Year Return
+14.91%
3 Year Return
+28.54%
5 Year Return
–
10 Year Return
–
AUM
$775M
AUM Growth
+$425M
(+121%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
19.58%
Top 10 Holdings %
Top 10 Hldgs %
17.66%
Holding
729
New
208
Increased
187
Reduced
260
Closed
35
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.17M |
| 2 |
Synaptics
SYNA
|
+$2.51M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.55M |
| 4 |
Advanced Energy
AEIS
|
+$1.38M |
| 5 |
Invesco Biotechnology & Genome ETF
PBE
|
+$929K |
Sector Composition
| 1 | Technology | 10.82% |
| 2 | Industrials | 7.87% |
| 3 | Healthcare | 7.81% |
| 4 | Financials | 6.54% |
| 5 | Consumer Discretionary | 5.9% |
