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
426
$368K 0.05%
+14,735
427
$368K 0.05%
3,799
+74
428
$367K 0.05%
297
+90
429
$367K 0.05%
4,997
-150
430
$367K 0.05%
14,360
-6,956
431
$366K 0.05%
7,576
+1,012
432
$366K 0.05%
33,385
+747
433
$363K 0.05%
4,929
+184
434
$359K 0.05%
1,936
-145
435
$358K 0.05%
9,344
-98
436
$357K 0.05%
14,620
+5,081
437
$357K 0.05%
8,267
+1,150
438
$355K 0.05%
+4,882
439
$347K 0.05%
12,357
-7,617
440
$346K 0.05%
7,874
-608
441
$345K 0.05%
3,423
-5,145
442
$343K 0.05%
9,198
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443
$341K 0.05%
10,292
+573
444
$338K 0.05%
+13,565
445
$338K 0.05%
13,278
-1,832
446
$335K 0.05%
32,885
-1,063
447
$335K 0.05%
4,359
+1,564
448
$335K 0.05%
7,007
+1,114
449
$333K 0.05%
19,380
-238
450
$332K 0.05%
4,635
-422
16 17
18
19 20