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
676
$174K 0.02%
13,177
677
$172K 0.02%
11,519
678
$171K 0.02%
+18,561
679
$169K 0.02%
+1,617
680
$168K 0.02%
+10,912
681
$168K 0.02%
135,786
682
$166K 0.02%
10,255
683
$165K 0.02%
+4,532
684
$164K 0.02%
20,255
+165
685
$162K 0.02%
+10,813
686
$162K 0.02%
12,299
687
$161K 0.02%
+1,464
688
$161K 0.02%
+3,322
689
$160K 0.02%
+4,145
690
$160K 0.02%
14,999
691
$160K 0.02%
+6,441
692
$158K 0.02%
34,047
693
$157K 0.02%
+4,242
694
$154K 0.02%
+3,635
695
$154K 0.02%
+8,000
696
$154K 0.02%
+4,603
697
$154K 0.02%
+1,200
698
$153K 0.02%
+3,321
699
$152K 0.02%
3,333
700
$147K 0.02%
15,652
26 27
28
29 30