CONWX Mutual Fund Analysis & Holdings | MarketXLS

CONWX Mutual Fund

NAV$20.98

AUM$43M

TER1.80%

Holdings54

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CONWX Mutual Fund

NAV$20.98

Concorde Wealth Management Fund

AUM$43M

TER1.80%

Holdings54

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CONWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CONWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CONWX Mutual Fund Overlap Analysis

CONWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CONWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, CONWX may share significant positions with broad-market funds.

CONWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CONWX tax-loss harvesting finds highly correlated but non-identical funds.