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
$499M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Sells

1 +$6.6M
2 +$3.76M
3 +$2.85M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.77M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.51M

Sector Composition

1 Technology 11.27%
2 Financials 5.59%
3 Healthcare 5.33%
4 Consumer Discretionary 3.17%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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