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
376
$465K 0.06%
25,435
377
$465K 0.06%
7,180
+184
378
$464K 0.06%
14,535
-67
379
$463K 0.06%
7,401
-9,477
380
$457K 0.06%
33,557
381
$453K 0.06%
18,325
-1,900
382
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5,417
+1,870
383
$449K 0.06%
12,170
+1,011
384
$448K 0.06%
4,287
-221
385
$443K 0.06%
12,338
-844
386
$434K 0.06%
2,669
-140
387
$432K 0.06%
9,892
+522
388
$431K 0.06%
7,828
+306
389
$430K 0.06%
10,817
+571
390
$430K 0.06%
8,416
+1,760
391
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+3,763
392
$412K 0.06%
6,016
393
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7,842
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394
$406K 0.06%
11,724
+1,524
395
$406K 0.06%
11,494
+1,762
396
$404K 0.05%
5,951
+30
397
$403K 0.05%
79,310
+3,416
398
$402K 0.05%
49,802
-1,485
399
$401K 0.05%
13,394
+3,894
400
$399K 0.05%
14,189
+1,448
14 15
16
17 18