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
976
$4K ﹤0.01%
+300
977
$4K ﹤0.01%
+136
978
$4K ﹤0.01%
+124
979
$3K ﹤0.01%
+124
980
$3K ﹤0.01%
+250
981
$3K ﹤0.01%
+154
982
$3K ﹤0.01%
+92
983
$3K ﹤0.01%
+326
984
$3K ﹤0.01%
+61
985
$3K ﹤0.01%
+239
986
$2K ﹤0.01%
+38
987
$2K ﹤0.01%
+59
988
$2K ﹤0.01%
+50
989
$2K ﹤0.01%
+26
990
$2K ﹤0.01%
+110
991
$1K ﹤0.01%
+48
992
$1K ﹤0.01%
+64
993
$1K ﹤0.01%
+14
994
$1K ﹤0.01%
+55
995
$1K ﹤0.01%
+15
996
$1K ﹤0.01%
+32
997
$1K ﹤0.01%
+15
998
$1K ﹤0.01%
+19
999
$1K ﹤0.01%
+90
1000
– –
-28,732
38 39
40
41 42