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
201
$562K 0.08%
+26,603
202
$561K 0.08%
+16,761
203
$554K 0.08%
+40,831
204
$549K 0.08%
+9,173
205
$548K 0.08%
+25,791
206
0
207
$543K 0.08%
+13,519
208
$543K 0.08%
+11,224
209
$541K 0.08%
+8,561
210
$541K 0.08%
+6,268
211
$540K 0.08%
+12,064
212
$540K 0.08%
+17,387
213
$540K 0.08%
+26,695
214
$536K 0.08%
+5,906
215
$535K 0.08%
+15,564
216
$534K 0.08%
+28,271
217
$528K 0.08%
+4,936
218
$526K 0.08%
+7,142
219
$521K 0.08%
+14,312
220
$517K 0.08%
+26,544
221
$517K 0.08%
+8,786
222
$513K 0.08%
+125,300
223
$511K 0.08%
+6,198
224
$508K 0.08%
+8,432
225
$501K 0.08%
+27,365