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
901
$20K ﹤0.01%
+535
902
$20K ﹤0.01%
+346
903
$20K ﹤0.01%
+667
904
$20K ﹤0.01%
+250
905
$20K ﹤0.01%
+672
906
$19K ﹤0.01%
+1,200
907
$18K ﹤0.01%
+782
908
$18K ﹤0.01%
+219
909
$18K ﹤0.01%
+600
910
$18K ﹤0.01%
+673
911
$17K ﹤0.01%
+1,169
912
$17K ﹤0.01%
+388
913
$17K ﹤0.01%
+1,040
914
$16K ﹤0.01%
+500
915
$16K ﹤0.01%
+865
916
$16K ﹤0.01%
+600
917
$16K ﹤0.01%
+121
918
$15K ﹤0.01%
+443
919
$15K ﹤0.01%
+750
920
$15K ﹤0.01%
+260
921
$14K ﹤0.01%
+480
922
$14K ﹤0.01%
+668
923
$13K ﹤0.01%
+494
924
$13K ﹤0.01%
+735
925
$13K ﹤0.01%
+242
35 36
37
38 39