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
326
$571K 0.08%
22,949
+8,331
327
$569K 0.08%
7,276
+552
328
$568K 0.08%
8,151
-1,242
329
$568K 0.08%
14,345
+240
330
$564K 0.08%
8,511
+202
331
$563K 0.08%
+12,293
332
$562K 0.08%
13,793
-26
333
$562K 0.08%
9,666
-97
334
$560K 0.08%
2,651
+514
335
$559K 0.08%
20,601
-2,418
336
$558K 0.08%
31,608
+90
337
$558K 0.08%
7,066
+1,199
338
$556K 0.08%
13,947
+3,313
339
$555K 0.08%
+13,197
340
$547K 0.07%
28,722
+51
341
$546K 0.07%
12,745
-13
342
$544K 0.07%
6,416
-17,533
343
$543K 0.07%
5,736
+265
344
$535K 0.07%
16,359
-15,117
345
$532K 0.07%
+42,142
346
$530K 0.07%
30,943
+17,778
347
$529K 0.07%
+1,613
348
$518K 0.07%
4,878
+350
349
$516K 0.07%
+16,542
350
– –
-13,393
12 13
14
15 16