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
$749M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$8.09M
3
+$2.53M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.47M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.91M

Top Sells

1
+$8.02M
2
+$7.9M
3
+$5.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.25M
5
ELLI
Ellie Mae Inc
ELLI
+$2.06M

Sector Composition

1 Technology 11.02%
2 Healthcare 7.8%
3 Financials 7.26%
4 Consumer Discretionary 6.74%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$693K 0.09%
14,645
+698
277
$692K 0.09%
52,996
-983
278
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30,324
+7,398
279
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25,286
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$687K 0.09%
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281
$687K 0.09%
41,944
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282
$683K 0.09%
50,993
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283
$681K 0.09%
+15,621
284
$678K 0.09%
4,573
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285
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27,585
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286
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287
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20,084
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289
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294
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21,607
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296
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3,580
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297
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13,305
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298
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+15,257
299
$650K 0.09%
6,256
+171
300
$649K 0.09%
+7,444
10 11
12
13 14