CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Fund
S&P 500
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
+$4.03M
3
+$2.9M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.75M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.62M

Top Sells

1
+$2.59M
2
+$1.86M
3
+$1.58M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.5M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.46M

Sector Composition

1 Technology 11.03%
2 Healthcare 7.49%
3 Financials 6.66%
4 Consumer Discretionary 6.15%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$46K 0.01%
+758
827
$45K 0.01%
+818
828
$45K 0.01%
+1,146
829
$43K 0.01%
+3,612
830
$43K 0.01%
+4,014
831
$43K 0.01%
+1,660
832
$42K 0.01%
+2,372
833
$42K 0.01%
500
-11,150
834
$42K 0.01%
+1,722
835
$41K 0.01%
+1,004
836
$41K 0.01%
+1,199
837
$41K 0.01%
+665
838
$41K 0.01%
+1,695
839
$41K 0.01%
+962
840
$40K ﹤0.01%
+1,008
841
$39K ﹤0.01%
+1,075
842
$38K ﹤0.01%
+1,119
843
$38K ﹤0.01%
+622
844
$38K ﹤0.01%
+725
845
$38K ﹤0.01%
12,129
-700
846
$37K ﹤0.01%
+767
847
$37K ﹤0.01%
+26
848
$36K ﹤0.01%
+1,212
849
$36K ﹤0.01%
+797
850
$35K ﹤0.01%
+1,136
32 33
34
35 36