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
626
$212K 0.03%
5,592
-263
627
$211K 0.03%
6,537
+138
628
$211K 0.03%
+36,744
629
$209K 0.03%
18,794
+1,546
630
$209K 0.03%
10,449
-250
631
$208K 0.03%
5,003
+5
632
$206K 0.03%
12,353
+31
633
$206K 0.03%
+9,621
634
$206K 0.03%
+4,048
635
$206K 0.03%
3,764
-500
636
$205K 0.02%
11,616
+23
637
$205K 0.02%
19,393
638
$205K 0.02%
4,370
-1,476
639
$205K 0.02%
3,964
-268
640
$205K 0.02%
+3,091
641
$203K 0.02%
+2,565
642
$203K 0.02%
+2,176
643
$202K 0.02%
1,970
+1
644
$202K 0.02%
+2,029
645
$201K 0.02%
14,938
+1,844
646
$201K 0.02%
+3,849
647
$200K 0.02%
12,737
+228
648
$199K 0.02%
+11,573
649
$198K 0.02%
+4,775
650
$198K 0.02%
14,011
+1,880
24 25
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