CWP
Concord Wealth Partners Portfolio holdings
AUM
$686M
This Quarter Return
+4.04%
1 Year Return
+13.05%
3 Year Return
+47.34%
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$52M
(+18%)
Cap. Flow
+$40.5M
Cap. Flow
% of AUM
11.61%
Top 10 Holdings %
Top 10 Hldgs %
63.1%
Holding
1,130
New
109
Increased
346
Reduced
276
Closed
81
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Financials | 5.05% |
| 3 | Healthcare | 3.29% |
| 4 | Consumer Discretionary | 3.07% |
| 5 | Communication Services | 2.21% |