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
801
$60K 0.01%
+786
802
$60K 0.01%
+665
803
$58K 0.01%
+868
804
$57K 0.01%
+819
805
$56K 0.01%
+2,289
806
$54K 0.01%
+888
807
$54K 0.01%
1,592
808
$54K 0.01%
+2,220
809
$52K 0.01%
+1,358
810
$51K 0.01%
+1,298
811
$51K 0.01%
+4,665
812
$51K 0.01%
+2,196
813
$51K 0.01%
+1,902
814
$51K 0.01%
+1,000
815
$51K 0.01%
+798
816
$51K 0.01%
+1,963
817
$49K 0.01%
2,564
818
$48K 0.01%
11,470
819
$47K 0.01%
+419
820
$47K 0.01%
+601
821
$47K 0.01%
+1,272
822
$47K 0.01%
+1,521
823
$47K 0.01%
+809
824
$46K 0.01%
+1,445
825
$46K 0.01%
+700
31 32
33
34 35