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
51
$3.05M 0.37%
87,984
+7,797
52
$3.01M 0.37%
46,993
-928
53
$2.99M 0.36%
25,897
-420
54
$2.95M 0.36%
50,160
+9,834
55
$2.93M 0.36%
22,440
+17,103
56
$2.86M 0.35%
59,663
-632
57
$2.85M 0.35%
152,650
-30
58
$2.84M 0.35%
34,392
+1,790
59
$2.78M 0.34%
41,098
+3,475
60
$2.71M 0.33%
+33,475
61
$2.66M 0.32%
37,925
-831
62
$2.64M 0.32%
30,322
-1,687
63
$2.63M 0.32%
30,609
-1,843
64
$2.61M 0.32%
88,177
+13,472
65
$2.6M 0.32%
32,704
+225
66
$2.6M 0.32%
23,808
+21,497
67
$2.56M 0.31%
106,920
+2,679
68
$2.53M 0.31%
23,209
-938
69
$2.53M 0.31%
31,419
+2,810
70
$2.53M 0.31%
16,573
+511
71
$2.49M 0.3%
61,110
-470
72
$2.49M 0.3%
19,758
+4,823
73
$2.46M 0.3%
39,700
+7,916
74
$2.43M 0.3%
38,409
+360
75
$2.43M 0.3%
53,273
+3,727
1 2
3
4 5