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
726
$119K 0.01%
4,413
727
$118K 0.01%
+1,102
728
$117K 0.01%
+4,555
729
$116K 0.01%
+4,704
730
$114K 0.01%
+3,413
731
$114K 0.01%
+1,708
732
$113K 0.01%
10,557
+280
733
$111K 0.01%
11,921
-2,770
734
$111K 0.01%
+3,545
735
$110K 0.01%
18,451
-1,550
736
$109K 0.01%
+4,363
737
$109K 0.01%
+34,073
738
$108K 0.01%
+5,346
739
$106K 0.01%
+12,864
740
$106K 0.01%
+1,651
741
$104K 0.01%
3,937
+22
742
$104K 0.01%
12,099
+145
743
$103K 0.01%
+3,294
744
$102K 0.01%
+2,700
745
$102K 0.01%
+2,642
746
$100K 0.01%
+5,369
747
$98K 0.01%
+3,706
748
$98K 0.01%
+4,516
749
$98K 0.01%
+12,967
750
$97K 0.01%
7,695
+398
28 29
30
31 32