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
851
$35K ﹤0.01%
+586
852
$35K ﹤0.01%
+760
853
$34K ﹤0.01%
+1,188
854
$34K ﹤0.01%
+1,130
855
$33K ﹤0.01%
+820
856
– –
0
857
$33K ﹤0.01%
+780
858
$33K ﹤0.01%
+657
859
$32K ﹤0.01%
+840
860
$32K ﹤0.01%
+970
861
$31K ﹤0.01%
+1,065
862
$31K ﹤0.01%
+1,029
863
$30K ﹤0.01%
+951
864
$30K ﹤0.01%
+1,200
865
$30K ﹤0.01%
+543
866
$30K ﹤0.01%
+1,230
867
$29K ﹤0.01%
+659
868
$28K ﹤0.01%
+586
869
$28K ﹤0.01%
+1,152
870
$28K ﹤0.01%
+700
871
$28K ﹤0.01%
+1,117
872
$28K ﹤0.01%
+587
873
$27K ﹤0.01%
+738
874
$27K ﹤0.01%
+650
875
$27K ﹤0.01%
11,609
33 34
35
36 37