CWP

Concord Wealth Partners Portfolio holdings

AUM $725M
1-Year Est. Return 14.29%
This Quarter Est. Return
1 Year Est. Return
+14.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.94M
3
+$2.57M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.76M

Top Sells

1
+$5.84M
2
+$3.61M
3
+$2.38M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.23M
5
CSCO icon
Cisco
CSCO
+$1.72M

Sector Composition

1 Technology 12.93%
2 Financials 5.99%
3 Healthcare 5.68%
4 Consumer Discretionary 4.05%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$31.3K 0.01%
1,274
+637
427
$31.2K 0.01%
+190
428
$31.1K 0.01%
464
429
$31.1K 0.01%
571
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430
$31K 0.01%
479
431
$30.8K 0.01%
72
432
$30.5K 0.01%
5,260
+3,618
433
$30.4K 0.01%
100
434
$30.3K 0.01%
121
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435
$30.2K 0.01%
114
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436
$30K 0.01%
405
-4,077
437
$29.9K 0.01%
167
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438
$29.7K 0.01%
276
439
$29.5K 0.01%
158
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$29.5K 0.01%
256
-24
441
$29.5K 0.01%
129
442
$29.5K 0.01%
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443
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954
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445
$28.1K 0.01%
391
-48
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$27.8K 0.01%
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447
$27.7K 0.01%
78
448
$27.7K 0.01%
1,600
449
$27.1K ﹤0.01%
2,492
450
$26.9K ﹤0.01%
2,251
-37
16 17
18
19 20