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
951
$8K ﹤0.01%
+123
952
$7K ﹤0.01%
+141
953
$7K ﹤0.01%
+220
954
$6K ﹤0.01%
+176
955
$6K ﹤0.01%
+158
956
$6K ﹤0.01%
+300
957
$6K ﹤0.01%
+315
958
$6K ﹤0.01%
+250
959
$5K ﹤0.01%
+224
960
$5K ﹤0.01%
+200
961
$5K ﹤0.01%
+114
962
$5K ﹤0.01%
+221
963
– –
0
964
$5K ﹤0.01%
+60
965
$5K ﹤0.01%
+200
966
$5K ﹤0.01%
+82
967
$5K ﹤0.01%
+14,961
968
$5K ﹤0.01%
+190
969
$4K ﹤0.01%
+160
970
$4K ﹤0.01%
+117
971
$4K ﹤0.01%
+100
972
$4K ﹤0.01%
+100
973
$4K ﹤0.01%
+174
974
$4K ﹤0.01%
+101
975
$4K ﹤0.01%
+40
37 38
39
40 41