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
751
$96K 0.01%
+4,347
752
– –
0
753
$95K 0.01%
+4,298
754
$93K 0.01%
+3,078
755
$91K 0.01%
+75
756
$91K 0.01%
18,416
+5,446
757
$88K 0.01%
19,370
758
$88K 0.01%
+1,456
759
$87K 0.01%
+8,451
760
$86K 0.01%
+1,774
761
$85K 0.01%
+2,043
762
– –
0
763
$84K 0.01%
20,000
-1,675
764
$83K 0.01%
+2,812
765
$81K 0.01%
10,950
766
$81K 0.01%
+1,922
767
$80K 0.01%
+2,500
768
$79K 0.01%
+3,142
769
$77K 0.01%
+1,712
770
$77K 0.01%
+57,219
771
$76K 0.01%
+1,252
772
$76K 0.01%
+2,509
773
$76K 0.01%
+1,816
774
$75K 0.01%
3,895
775
$75K 0.01%
13,255
+408
29 30
31
32 33