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
451
$332K 0.05%
+23,330
452
$331K 0.04%
6,054
-3,398
453
$331K 0.04%
3,709
+398
454
$331K 0.04%
8,676
+6
455
$330K 0.04%
14,331
+4,474
456
$329K 0.04%
21,380
+851
457
$328K 0.04%
13,920
+1,704
458
$326K 0.04%
6,544
+1,078
459
$326K 0.04%
21,450
+58
460
$321K 0.04%
+6,972
461
$317K 0.04%
6,527
-2,520
462
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2,997
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463
$315K 0.04%
4,872
-58
464
$315K 0.04%
6,272
-53
465
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+11,639
466
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467
$312K 0.04%
44,585
468
$312K 0.04%
8,626
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469
$311K 0.04%
12,455
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470
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4,329
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471
$310K 0.04%
8,660
-140
472
$309K 0.04%
5,968
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473
$308K 0.04%
10,801
+2,454
474
$308K 0.04%
4,809
+799
475
$307K 0.04%
6,211
+594
17 18
19
20 21