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
$297M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Sells

1 +$32.8M
2 +$5.66M
3 +$2.5M
4
DY icon
Dycom Industries
DY
+$2.01M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.72M

Sector Composition

1 Technology 6.49%
2 Financials 5.39%
3 Consumer Discretionary 3.35%
4 Healthcare 3.25%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$1K ﹤0.01%
+13
927
$1K ﹤0.01%
50
928
$1K ﹤0.01%
+20
929
$1K ﹤0.01%
+3
930
$1K ﹤0.01%
5
931
$1K ﹤0.01%
6
932
$1K ﹤0.01%
+9
933
$1K ﹤0.01%
+13
934
$1K ﹤0.01%
400
-600
935
$1K ﹤0.01%
+3
936
$1K ﹤0.01%
+15
937
$1K ﹤0.01%
+21
938
$1K ﹤0.01%
+33
939
$1K ﹤0.01%
+9
940
$1K ﹤0.01%
12
941
$1K ﹤0.01%
+14
942
$1K ﹤0.01%
+25
943
$1K ﹤0.01%
+3
944
$1K ﹤0.01%
+6
945
$1K ﹤0.01%
+28
946
$1K ﹤0.01%
+9
947
$1K ﹤0.01%
+3
948
$1K ﹤0.01%
+83
949
$1K ﹤0.01%
+18
950
$1K ﹤0.01%
+5