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
776
$73K 0.01%
+2,452
777
$73K 0.01%
+1,128
778
$71K 0.01%
11,892
+31
779
$71K 0.01%
+3,449
780
$70K 0.01%
+2,001
781
$69K 0.01%
+696
782
$69K 0.01%
3,079
-59,884
783
$68K 0.01%
+1,791
784
$68K 0.01%
+26,000
785
$66K 0.01%
+22,349
786
$65K 0.01%
+1,776
787
$65K 0.01%
+3,182
788
$65K 0.01%
+1,077
789
$63K 0.01%
+4,650
790
$63K 0.01%
+3,088
791
$62K 0.01%
46,020
792
$62K 0.01%
+1,553
793
$62K 0.01%
+2,236
794
$61K 0.01%
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795
$61K 0.01%
11,143
796
$61K 0.01%
3,333
797
$61K 0.01%
+1,720
798
$61K 0.01%
+399
799
$60K 0.01%
+1,222
800
$60K 0.01%
20,980
30 31
32
33 34