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
$350M
AUM Growth
-$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$1.59M
4
SBUX icon
Starbucks
SBUX
+$1.5M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.39M

Top Sells

1
+$4.34M
2
+$2.76M
3
+$2.14M
4
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
+$1.43M
5
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$1.29M

Sector Composition

1 Technology 10.43%
2 Industrials 9.88%
3 Healthcare 8.18%
4 Consumer Discretionary 7.83%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$240K 0.07%
+4,445
352
– –
0
353
$238K 0.07%
14,928
+760
354
$238K 0.07%
+8,279
355
$237K 0.07%
12,083
-290
356
$236K 0.07%
9,460
+428
357
$235K 0.07%
29,028
+6,741
358
$234K 0.07%
3,415
-2,810
359
$234K 0.07%
+14,672
360
$233K 0.07%
240
+11
361
$233K 0.07%
10,507
+574
362
$230K 0.07%
+8,752
363
$230K 0.07%
+4,006
364
$229K 0.07%
2,386
-11
365
$228K 0.07%
20,932
-326
366
$226K 0.06%
+7,519
367
$225K 0.06%
+6,828
368
$224K 0.06%
6,039
+108
369
$223K 0.06%
11,327
-587
370
$222K 0.06%
5,530
371
$221K 0.06%
3,109
-18
372
$221K 0.06%
21,246
+909
373
$221K 0.06%
7,073
-455
374
$219K 0.06%
6,864
+1,284
375
$217K 0.06%
14,023
+294
13 14
15
16 17