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
926
$13K ﹤0.01%
+543
927
$13K ﹤0.01%
+440
928
$12K ﹤0.01%
+167
929
$12K ﹤0.01%
+347
930
$12K ﹤0.01%
+407
931
$12K ﹤0.01%
+500
932
$11K ﹤0.01%
+400
933
$11K ﹤0.01%
+400
934
$11K ﹤0.01%
+575
935
$11K ﹤0.01%
+400
936
$10K ﹤0.01%
+300
937
$10K ﹤0.01%
+200
938
$10K ﹤0.01%
+368
939
$10K ﹤0.01%
+51
940
$10K ﹤0.01%
+187
941
$10K ﹤0.01%
+417
942
$10K ﹤0.01%
+400
943
$10K ﹤0.01%
14,107
+2,000
944
$9K ﹤0.01%
+204
945
$9K ﹤0.01%
+166
946
$9K ﹤0.01%
+500
947
$9K ﹤0.01%
+115
948
$9K ﹤0.01%
+96
949
$9K ﹤0.01%
+300
950
$9K ﹤0.01%
+200
36 37
38
39 40