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
576
$236K 0.03%
7,179
+828
577
$236K 0.03%
8,118
-48
578
$236K 0.03%
6,061
-698
579
$235K 0.03%
3,002
-191
580
$235K 0.03%
7,930
-606
581
$234K 0.03%
13,266
-4,236
582
$233K 0.03%
+2,977
583
$232K 0.03%
+1,342
584
$232K 0.03%
4,959
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585
$232K 0.03%
+10,132
586
$231K 0.03%
1,875
-191
587
$230K 0.03%
17,359
+72
588
$230K 0.03%
+10,058
589
$230K 0.03%
+4,254
590
$227K 0.03%
22,052
+2,100
591
$227K 0.03%
+11,260
592
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593
$226K 0.03%
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594
$226K 0.03%
1,061
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595
$226K 0.03%
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596
$225K 0.03%
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597
$225K 0.03%
+8,739
598
$225K 0.03%
1,839
599
$225K 0.03%
6,989
-1,700
600
$224K 0.03%
5,443
-549
22 23
24
25 26