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
126
$1.62M 0.2%
165,520
+71,170
127
$1.6M 0.19%
24,393
+3
128
$1.6M 0.19%
17,078
+3,491
129
$1.59M 0.19%
307,697
+55,417
130
$1.59M 0.19%
29,807
-2,741
131
$1.58M 0.19%
57,474
-1,188
132
$1.57M 0.19%
23,577
+1,483
133
$1.56M 0.19%
11,782
-48
134
$1.55M 0.19%
50,135
-10,510
135
$1.54M 0.19%
14,043
-314
136
$1.54M 0.19%
29,010
+91
137
$1.48M 0.18%
54,463
-1,644
138
$1.47M 0.18%
22,981
-93
139
$1.47M 0.18%
14,054
-429
140
$1.46M 0.18%
125,703
+26,655
141
$1.46M 0.18%
17,986
-1,891
142
$1.44M 0.18%
26,871
+279
143
$1.44M 0.18%
29,126
+545
144
$1.44M 0.17%
60,640
+2,336
145
$1.42M 0.17%
+21,104
146
$1.42M 0.17%
13,418
-1,848
147
$1.42M 0.17%
20,683
+885
148
$1.42M 0.17%
22,164
-274
149
$1.41M 0.17%
13,514
-8,145
150
$1.41M 0.17%
14,455
-374
4 5
6
7 8