CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Return
14.91%
This Quarter Return
+2.65%
1 Year Return
+14.91%
3 Year Return
+28.54%
5 Year Return
–
10 Year Return
–
AUM
$737M
AUM Growth
-$10.2M
(-1.4%)
Cap. Flow
-$22.3M
Cap. Flow
% of AUM
-3.02%
Top 10 Holdings %
Top 10 Hldgs %
15.99%
Holding
749
New
79
Increased
363
Reduced
175
Closed
79
Top Buys
| 1 |
Apple
AAPL
|
$3.2M |
| 2 |
Vanguard Value ETF
VTV
|
$2.22M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.21M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.08M |
| 5 |
iShares US Real Estate ETF
IYR
|
$1.96M |
Top Sells
Sector Composition
| 1 | Technology | 11.11% |
| 2 | Healthcare | 8.27% |
| 3 | Consumer Staples | 7.18% |
| 4 | Financials | 6.95% |
| 5 | Consumer Discretionary | 6.75% |
