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
551
$17.1K 0.01%
+110
552
$17.1K 0.01%
+228
553
$17.1K 0.01%
+700
554
$17K 0.01%
+200
555
$17K 0.01%
+398
556
$16.9K 0.01%
+360
557
$16.8K 0.01%
+382
558
$16.7K 0.01%
+1,000
559
$16.6K 0.01%
+70
560
$16.6K 0.01%
+364
561
$16.4K ﹤0.01%
+176
562
$16.4K ﹤0.01%
+202
563
$16.3K ﹤0.01%
+2,000
564
$16.2K ﹤0.01%
+726
565
$16.2K ﹤0.01%
+115
566
$16K ﹤0.01%
+413
567
$15.8K ﹤0.01%
+3,000
568
$15.8K ﹤0.01%
+331
569
$15.8K ﹤0.01%
+216
570
$15.8K ﹤0.01%
+414
571
$15.7K ﹤0.01%
+105
572
$15.6K ﹤0.01%
+125
573
$15.4K ﹤0.01%
+33
574
$15.3K ﹤0.01%
+268
575
$15.1K ﹤0.01%
+1,300