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
701
$147K 0.02%
13,398
702
$146K 0.02%
11,495
703
$145K 0.02%
14,766
+163
704
$145K 0.02%
13,751
-40
705
$144K 0.02%
6,822
-71,570
706
$141K 0.02%
+10,265
707
$141K 0.02%
15,150
708
$140K 0.02%
16,067
-8,810
709
$139K 0.02%
7,964
-567
710
$139K 0.02%
+25,249
711
$137K 0.02%
+5,640
712
$136K 0.02%
10,735
+220
713
$133K 0.02%
+4,195
714
$132K 0.02%
+1,125
715
$132K 0.02%
+5,171
716
$131K 0.02%
+9,044
717
$131K 0.02%
12,745
718
$130K 0.02%
+4,404
719
$129K 0.02%
11,641
-1,000
720
$129K 0.02%
+1,370
721
$129K 0.02%
14,500
722
$126K 0.02%
+4,790
723
$124K 0.02%
40,000
724
$123K 0.01%
+4,404
725
$122K 0.01%
30,000
27 28
29
30 31