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
101
$1.99M 0.24%
58,308
-1,888
102
$1.97M 0.24%
46,110
+928
103
$1.95M 0.24%
24,599
-109
104
$1.94M 0.24%
24,030
-9
105
$1.92M 0.23%
44,233
+1,131
106
$1.92M 0.23%
65,468
+30,254
107
$1.92M 0.23%
176,944
-200
108
$1.9M 0.23%
48,275
-877
109
$1.9M 0.23%
24,971
-134
110
$1.9M 0.23%
47,895
-3,402
111
$1.89M 0.23%
59,165
-2,631
112
$1.86M 0.23%
10,662
+176
113
$1.83M 0.22%
50,684
+392
114
$1.8M 0.22%
25,033
-561
115
$1.77M 0.21%
55,774
+7,216
116
$1.77M 0.21%
64,446
+16,307
117
$1.73M 0.21%
7,250
-67
118
$1.72M 0.21%
21,480
+337
119
$1.72M 0.21%
44,012
-4,376
120
$1.71M 0.21%
21,360
-2,612
121
$1.66M 0.2%
31,695
-1,494
122
$1.65M 0.2%
18,621
-27
123
$1.65M 0.2%
16,951
-180
124
$1.64M 0.2%
20,123
+969
125
$1.63M 0.2%
13,173
+187
3 4
5
6 7