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
901
-1,891
902
-24
903
-56
904
-67
905
-120
906
-47
907
-1,086
908
-196
909
-139
910
-1,692
911
-324
912
-20
913
-80
914
-128
915
-55
916
-450
917
-180
918
-393
919
-3,393
920
-141
921
-50
922
-181
923
-49
924
-124
925
-300