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
376
$468K 0.06%
8,895
-1,435
377
$462K 0.06%
+28,840
378
$454K 0.06%
2,611
-58
379
$450K 0.06%
828
+26
380
$447K 0.06%
2,783
-71
381
$444K 0.06%
8,318
+1,774
382
$443K 0.06%
7,521
+658
383
$443K 0.06%
12,470
+714
384
$441K 0.06%
+22,592
385
$439K 0.06%
12,200
+476
386
$439K 0.06%
6,697
-3,797
387
$438K 0.06%
9,376
-516
388
$434K 0.06%
22,088
+1,043
389
$432K 0.06%
5,314
+955
390
$430K 0.06%
5,325
+375
391
$430K 0.06%
9,485
+533
392
$425K 0.06%
14,569
+380
393
$424K 0.06%
79,294
-16
394
$424K 0.06%
5,126
-1,852
395
$422K 0.06%
14,919
+2,562
396
$422K 0.06%
7,770
397
$419K 0.06%
2,119
+183
398
$411K 0.05%
3,871
+920
399
$411K 0.05%
26,460
+475
400
$407K 0.05%
36,227
+18,015
14 15
16
17 18