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
$668M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$94.8M
3
+$25.9M
4
AAPL icon
Apple
AAPL
+$11.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.87%
2 Consumer Discretionary 17.1%
3 Technology 4.98%
4 Energy 3.81%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.22%
+26,280
52
$1.47M 0.22%
+35,747
53
$1.47M 0.22%
+29,353
54
$1.46M 0.22%
+27,636
55
$1.46M 0.22%
+30,555
56
$1.44M 0.22%
+99,267
57
$1.44M 0.22%
+99,870
58
$1.42M 0.21%
+35,515
59
$1.4M 0.21%
+24,370
60
$1.39M 0.21%
+64,264
61
$1.39M 0.21%
+81,074
62
$1.38M 0.21%
+47,436
63
$1.36M 0.2%
+245,632
64
$1.35M 0.2%
+102,134
65
$1.35M 0.2%
+44,614
66
$1.33M 0.2%
+17,191
67
$1.32M 0.2%
+102,700
68
$1.32M 0.2%
+13,312
69
$1.31M 0.2%
+13,313
70
$1.31M 0.2%
+317,267
71
$1.29M 0.19%
+17,707
72
$1.27M 0.19%
+13,211
73
$1.25M 0.19%
+14,967
74
$1.22M 0.18%
+10,926
75
$1.21M 0.18%
+31,086
1 2
3
4 5