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
651
$198K 0.02%
13,647
-1,794
652
$195K 0.02%
20,263
-5,616
653
$194K 0.02%
15,264
654
$192K 0.02%
+9,189
655
$188K 0.02%
+5,170
656
$188K 0.02%
+1,841
657
$187K 0.02%
+14,059
658
$187K 0.02%
+10,316
659
$186K 0.02%
22,900
-3,000
660
$185K 0.02%
+7,624
661
$185K 0.02%
+9,818
662
$185K 0.02%
13,401
-3,975
663
$183K 0.02%
3,245
-1,430
664
$183K 0.02%
37,318
+12,778
665
$182K 0.02%
16,556
+75
666
$181K 0.02%
12,055
-606
667
$181K 0.02%
+2,136
668
$181K 0.02%
+4,668
669
$180K 0.02%
14,853
670
$179K 0.02%
+6,203
671
$179K 0.02%
+11,313
672
$177K 0.02%
3,339
-1,216
673
$176K 0.02%
10,776
+43
674
$176K 0.02%
13,700
675
$176K 0.02%
+4,240
25 26
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