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
176
$1.21M 0.15%
19,706
+1,721
177
$1.21M 0.15%
23,987
-2,643
178
$1.2M 0.15%
31,992
+610
179
$1.19M 0.15%
14,807
+1,225
180
$1.19M 0.14%
27,732
-113
181
$1.18M 0.14%
9,466
-611
182
$1.18M 0.14%
10,135
-1,125
183
$1.17M 0.14%
8,584
-313
184
$1.16M 0.14%
30,776
+2,666
185
$1.15M 0.14%
40,084
-163
186
$1.15M 0.14%
113,892
-1,872
187
$1.15M 0.14%
13,019
-4,565
188
$1.15M 0.14%
21,926
+9,319
189
$1.15M 0.14%
23,934
+9,689
190
– –
-27,404
191
$1.13M 0.14%
3,597
-200
192
$1.13M 0.14%
17,002
-219
193
$1.13M 0.14%
9,352
-334
194
$1.12M 0.14%
29,722
+391
195
$1.12M 0.14%
22,958
+2,553
196
$1.12M 0.14%
8,185
+65
197
$1.11M 0.14%
43,368
-3,693
198
$1.11M 0.14%
6,653
-165
199
$1.11M 0.13%
15,444
-835
200
$1.1M 0.13%
10,844
+1,502
6 7
8
9 10