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
26
$4.8M 0.65%
186,420
-14,860
27
$4.78M 0.65%
160,595
+14,010
28
$4.75M 0.64%
59,602
+13,620
29
$4.46M 0.6%
61,717
-15,620
30
$4.39M 0.59%
47,078
-281
31
$4.36M 0.59%
80,251
+2,821
32
$4.32M 0.58%
70,955
+8,220
33
$4.26M 0.58%
47,336
+3,155
34
$4.12M 0.56%
136,844
+4,553
35
$3.76M 0.51%
63,303
-15,469
36
$3.67M 0.5%
71,396
+701
37
$3.65M 0.49%
25,307
+637
38
$3.48M 0.47%
450,258
-20,604
39
$3.46M 0.47%
64,529
-8,026
40
$3.42M 0.46%
29,568
+3,373
41
$3.42M 0.46%
129,521
+1,964
42
$3.4M 0.46%
102,849
+46,267
43
$3.35M 0.45%
202,310
+36,065
44
$3.31M 0.45%
82,324
+20,295
45
$3.31M 0.45%
243,758
+38,563
46
$3.21M 0.44%
64,875
-587
47
$3.01M 0.41%
32,392
+3,610
48
$3M 0.41%
55,287
+7,038
49
$2.88M 0.39%
60,093
+11,980
50
$2.82M 0.38%
61,505
+401
1
2
3 4 5