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
401
$399K 0.05%
24,809
+4,919
402
$395K 0.05%
11,756
+890
403
$392K 0.05%
+14,958
404
$391K 0.05%
6,863
+402
405
$391K 0.05%
20,900
-1,500
406
$391K 0.05%
13,752
+1,650
407
$391K 0.05%
+14,314
408
$390K 0.05%
13,125
409
$390K 0.05%
8,952
-12,978
410
$389K 0.05%
8,322
411
$389K 0.05%
4,487
-185
412
$388K 0.05%
29,202
-1,850
413
$385K 0.05%
22,459
-401
414
$385K 0.05%
7,770
415
$378K 0.05%
8,390
+768
416
$377K 0.05%
5,260
-101
417
$376K 0.05%
8,142
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418
$376K 0.05%
25,985
419
$376K 0.05%
5,110
420
$375K 0.05%
802
+15
421
$374K 0.05%
10,149
-300
422
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15,339
423
$373K 0.05%
6,543
-261
424
$371K 0.05%
15,266
+669
425
$371K 0.05%
3,395
-151
15 16
17
18 19