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
876
$25K ﹤0.01%
+800
877
$25K ﹤0.01%
+800
878
$24K ﹤0.01%
+243
879
$24K ﹤0.01%
+899
880
$24K ﹤0.01%
+771
881
$24K ﹤0.01%
+1,112
882
$24K ﹤0.01%
+513
883
$24K ﹤0.01%
+372
884
$24K ﹤0.01%
+1,110
885
$23K ﹤0.01%
+1,115
886
$23K ﹤0.01%
+619
887
$23K ﹤0.01%
+371
888
$23K ﹤0.01%
+1,320
889
$23K ﹤0.01%
+423
890
$23K ﹤0.01%
+480
891
$22K ﹤0.01%
+455
892
$22K ﹤0.01%
+725
893
$22K ﹤0.01%
+900
894
$22K ﹤0.01%
+355
895
$22K ﹤0.01%
+851
896
$22K ﹤0.01%
+450
897
$21K ﹤0.01%
+760
898
$21K ﹤0.01%
+879
899
$21K ﹤0.01%
+1,392
900
$21K ﹤0.01%
+218
34 35
36
37 38