CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Return
14.91%
This Quarter Return
+3.97%
1 Year Return
+14.91%
3 Year Return
+28.54%
5 Year Return
–
10 Year Return
–
AUM
$449M
AUM Growth
-$373M
(-45%)
Cap. Flow
-$397M
Cap. Flow
% of AUM
-88.22%
Top 10 Holdings %
Top 10 Hldgs %
16.5%
Holding
1,039
New
20
Increased
89
Reduced
353
Closed
542
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$14.2M |
| 2 |
Microsoft
MSFT
|
+$11.3M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$6.97M |
| 4 |
Bank of America
BAC
|
+$6.78M |
| 5 |
Exxon Mobil
XOM
|
+$5.95M |
Sector Composition
| 1 | Technology | 11.08% |
| 2 | Industrials | 7.41% |
| 3 | Financials | 7.28% |
| 4 | Healthcare | 6.97% |
| 5 | Consumer Discretionary | 6.62% |
