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
601
$223K 0.03%
+9,633
602
$223K 0.03%
+8,701
603
$223K 0.03%
2,850
-9
604
$222K 0.03%
+16,610
605
$221K 0.03%
4,514
-178
606
$220K 0.03%
+4,196
607
$220K 0.03%
132
-3
608
$220K 0.03%
+7,411
609
$219K 0.03%
10,439
610
$219K 0.03%
5,561
611
$218K 0.03%
9,098
-60
612
$217K 0.03%
10,445
-600
613
$217K 0.03%
28,716
614
$217K 0.03%
1,959
-155
615
$217K 0.03%
1,367
-51
616
$216K 0.03%
4,637
+111
617
$215K 0.03%
5,115
+265
618
$215K 0.03%
+6,945
619
$214K 0.03%
3,725
620
$214K 0.03%
1,666
-724
621
$214K 0.03%
+11,321
622
$213K 0.03%
13,654
+369
623
$212K 0.03%
+2,653
624
$212K 0.03%
+6,033
625
$212K 0.03%
8,913
+1
23 24
25
26 27