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
551
$59K 0.01%
11,500
552
$52K 0.01%
1,156
+283
553
$40K 0.01%
13,703
-258,301
554
$32K ﹤0.01%
15,805
555
$21K ﹤0.01%
4,339
-1,720
556
$19K ﹤0.01%
+11,360
557
-10,346
558
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559
-8,490
560
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561
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562
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563
-573
564
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565
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566
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567
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568
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569
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570
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571
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572
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573
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574
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575
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