CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Est. Return
14.91%
1 Year Est. Return
+14.91%
AUM
$24.7M
AUM Growth
-$78.3M
(-76%)
Holding
157
Top Buys
| 1 | +$257K | |
| 2 | +$229K | |
| 3 | +$220K | |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$55.2K |
| 5 |
Direxion Daily Mid Cap Bull 3X Shares
MIDU
|
+$1.01K |
Top Sells
| 1 | +$6.79M | |
| 2 | +$5.28M | |
| 3 | +$2.07M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.62M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.47M |
Sector Composition
| 1 | Technology | 11.31% |
| 2 | Financials | 5.85% |
| 3 | Communication Services | 1.86% |
| 4 | Real Estate | 1.04% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Tesla
TSLA
$1.46T
| – | – |
-8,790
|
|
||
152
Texas Instruments
TXN
$174B
| – | – |
-2,705
|
|
||
153
UnitedHealth
UNH
$300B
| – | – |
-3,296
|
|
||
154
Liberty All-Star Equity Fund
USA
$1.87B
| – | – |
-15,539
|
|
||
155
Cohen & Steers Infrastructure Fund
UTF
$2.44B
| – | – |
-25,285
|
|
||
156
Visa
V
$633B
| – | – |
-3,396
|
|
||
|
RESP
157
DELISTED
WisdomTree U.S. ESG Fund
RESP
| – | – |
-7,203
|
|