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
201
$1.09M 0.13%
17,621
+2,500
202
$1.09M 0.13%
15,302
-1,761
203
$1.09M 0.13%
71,787
-2,443
204
$1.08M 0.13%
32,596
-7,550
205
$1.08M 0.13%
9,474
-704
206
$1.08M 0.13%
6,682
-7,227
207
$1.07M 0.13%
12,043
-951
208
$1.07M 0.13%
13,616
-89
209
$1.06M 0.13%
22,469
-327
210
$1.05M 0.13%
16,254
-28,236
211
$1.04M 0.13%
26,330
-17,985
212
$1.03M 0.13%
11,692
-178
213
$1.03M 0.13%
24,862
+1,465
214
$1.03M 0.12%
+13,263
215
$1.02M 0.12%
66,980
-2,480
216
$1.02M 0.12%
12,642
+192
217
$1.02M 0.12%
22,297
+384
218
$1M 0.12%
36,152
-282
219
$1M 0.12%
8,342
-224
220
$999K 0.12%
31,216
+1,875
221
$987K 0.12%
18,309
+1,242
222
$984K 0.12%
23,096
+5,444
223
$983K 0.12%
43,226
224
$982K 0.12%
9,636
-406
225
$974K 0.12%
+32,614
7 8
9
10 11