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
526
$20.2K 0.01%
+717
527
$20.2K 0.01%
+46
528
$19.9K 0.01%
+506
529
$19.8K 0.01%
+1,157
530
$19.7K 0.01%
+252
531
$19.6K 0.01%
+129
532
$19.4K 0.01%
+1,741
533
$19.3K 0.01%
+224
534
$19.3K 0.01%
+777
535
$19K 0.01%
+700
536
$19K 0.01%
+270
537
$18.7K 0.01%
+357
538
$18.5K 0.01%
+500
539
$18.4K 0.01%
+140
540
$18.3K 0.01%
+682
541
$17.8K 0.01%
+922
542
$17.6K 0.01%
+138
543
$17.5K 0.01%
+543
544
$17.4K 0.01%
+110
545
$17.3K 0.01%
+348
546
$17.3K 0.01%
+1,089
547
$17.3K 0.01%
+387
548
$17.2K 0.01%
+499
549
$17.2K 0.01%
+176
550
$17.1K 0.01%
+40