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
351
$511K 0.07%
15,270
-31,825
352
$511K 0.07%
4,789
-4,184
353
$510K 0.07%
24,363
354
$510K 0.07%
4,944
+2,130
355
$509K 0.07%
24,615
+3,024
356
$508K 0.07%
5,399
-2,606
357
$507K 0.07%
7,573
+3,270
358
$504K 0.07%
20,549
+1,593
359
$503K 0.07%
12,352
360
$500K 0.07%
+4,063
361
$497K 0.07%
15,708
+3,473
362
$493K 0.07%
12,267
+790
363
$492K 0.07%
3,501
+51
364
$492K 0.07%
4,725
-340
365
$488K 0.07%
73,390
-30,900
366
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32,894
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367
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9,359
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368
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6,823
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369
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370
$473K 0.06%
2,854
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371
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11,758
+5,237
372
$468K 0.06%
7,453
-2,257
373
$467K 0.06%
41,200
+821
374
$467K 0.06%
3,982
+2,263
375
$466K 0.06%
35,331
+100
13 14
15
16 17