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
101
$1.03M 0.15%
+1,680
102
$1.02M 0.15%
+15,459
103
$1.01M 0.15%
+9,285
104
$1.01M 0.15%
+41,907
105
$1M 0.15%
+11,582
106
$998K 0.15%
+11,087
107
$982K 0.15%
+26,588
108
$959K 0.14%
+11,515
109
$950K 0.14%
+122,730
110
$948K 0.14%
+48,573
111
$942K 0.14%
+13,726
112
$936K 0.14%
+33,574
113
$930K 0.14%
+21,763
114
$930K 0.14%
+18,406
115
$915K 0.14%
+76,561
116
$912K 0.14%
+11,403
117
$909K 0.14%
+26,204
118
$907K 0.14%
+47,800
119
$902K 0.14%
+26,061
120
$893K 0.13%
+31,382
121
$885K 0.13%
+22,910
122
$881K 0.13%
+184,290
123
$878K 0.13%
+9,931
124
$869K 0.13%
+36,786
125
$865K 0.13%
+75,740
3 4
5
6 7