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
401
$407K 0.05%
11,302
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$404K 0.05%
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$404K 0.05%
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406
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407
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409
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410
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+7,877
411
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29,216
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412
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413
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414
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415
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422
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8,780
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8,053
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424
$369K 0.05%
14,462
-8,487
425
$367K 0.05%
4,997
15 16
17
18 19