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
$333M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.08%
2 Financials 4.6%
3 Healthcare 3.37%
4 Consumer Discretionary 2.48%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$28.6K 0.01%
+660
477
$28.1K 0.01%
+222
478
$27.5K 0.01%
+234
479
$26.7K 0.01%
+260
480
$26.6K 0.01%
+653
481
$26.5K 0.01%
+280
482
$26.4K 0.01%
+2,240
483
$26.1K 0.01%
+552
484
$26K 0.01%
+524
485
$25.7K 0.01%
+376
486
$25.6K 0.01%
+255
487
$25.2K 0.01%
+893
488
$25.1K 0.01%
+315
489
$24.9K 0.01%
+121
490
$24.8K 0.01%
+119
491
$24.6K 0.01%
+100
492
$24.6K 0.01%
+144
493
$24.5K 0.01%
+400
494
$24.4K 0.01%
+276
495
$24.3K 0.01%
+526
496
$23.8K 0.01%
+697
497
$23.6K 0.01%
+98
498
$23.3K 0.01%
+162
499
$23.1K 0.01%
+2,046
500
$23K 0.01%
+360