CWP

Concord Wealth Partners Portfolio holdings

AUM $686M
1-Year Est. Return 13.05%
This Quarter Est. Return
1 Year Est. Return
+13.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.53%
2 Financials 4.4%
3 Healthcare 3.34%
4 Consumer Discretionary 2.82%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-3,700
702
-84
703
-50
704
-91
705
-21
706
-9
707
-630
708
-62
709
-64
710
-329
711
-1,786
712
-3
713
-550
714
-797
715
-341
716
-340
717
-70
718
-366
719
-50
720
-216
721
-19
722
-204
723
-328
724
-340
725
-3,003