CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$2.48M
4
SH icon
ProShares Short S&P500
SH
+$2.25M
5
KHC icon
Kraft Heinz
KHC
+$2.2M

Top Sells

1
+$3.46M
2
+$2.81M
3
+$2.71M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.57M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.06M

Sector Composition

1 Technology 11.06%
2 Healthcare 7.35%
3 Financials 7.34%
4 Industrials 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$692K 0.09%
11,492
+235
277
$686K 0.09%
26,262
-2,738
278
$685K 0.09%
13,544
-49
279
$685K 0.09%
47,672
+13
280
$679K 0.09%
+20,228
281
$675K 0.09%
6,255
-1,292
282
$667K 0.09%
29,060
-65,696
283
$660K 0.09%
7,954
-3,409
284
$657K 0.09%
26,735
+2,525
285
$649K 0.09%
39,030
-1,165
286
$647K 0.09%
48,810
+12,876
287
$643K 0.09%
74,893
-3,221
288
$639K 0.09%
3,086
+273
289
$638K 0.09%
+12,126
290
$633K 0.09%
13,251
-3,150
291
$631K 0.09%
10,502
+31
292
$630K 0.09%
48,600
+6,549
293
$630K 0.09%
10,435
+1,759
294
$629K 0.09%
3,660
+224
295
$629K 0.09%
14,142
+244
296
$624K 0.08%
+13,430
297
$624K 0.08%
+35,908
298
$624K 0.08%
20,665
+8,137
299
$622K 0.08%
+42,494
300
$620K 0.08%
6,535
-861
10 11
12
13 14