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
$668M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$94.8M
3
+$25.9M
4
AAPL icon
Apple
AAPL
+$11.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.87%
2 Consumer Discretionary 17.1%
3 Technology 4.98%
4 Energy 3.81%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.18%
+13,936
77
$1.2M 0.18%
+48,990
78
$1.2M 0.18%
+22,180
79
$1.18M 0.18%
+31,085
80
$1.18M 0.18%
+31,499
81
$1.17M 0.18%
+14,413
82
$1.16M 0.17%
+15,608
83
$1.16M 0.17%
+45,485
84
$1.16M 0.17%
+21,219
85
$1.15M 0.17%
+28,157
86
$1.13M 0.17%
+13,157
87
$1.13M 0.17%
+126,730
88
$1.12M 0.17%
+14,046
89
$1.11M 0.17%
+15,368
90
$1.11M 0.17%
+36,238
91
$1.11M 0.17%
+19,664
92
$1.11M 0.17%
+14,157
93
$1.08M 0.16%
+18,458
94
$1.07M 0.16%
+44,149
95
$1.06M 0.16%
+12,604
96
$1.05M 0.16%
+23,733
97
$1.05M 0.16%
+14,703
98
$1.04M 0.16%
+48,475
99
$1.03M 0.15%
+9,782
100
$1.03M 0.15%
+25,108
2 3
4
5 6