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
26
$4.98M 0.67%
56,694
-2,908
27
$4.95M 0.66%
48,259
+1,181
28
$4.9M 0.65%
160,190
-405
29
$4.71M 0.63%
71,240
+285
30
$4.7M 0.63%
136,669
-175
31
$4.61M 0.62%
79,403
-848
32
$4.31M 0.58%
61,866
+149
33
$4.31M 0.58%
150,217
+88,398
34
– –
0
35
$4.02M 0.54%
24,946
-361
36
$4.02M 0.54%
58,397
-4,906
37
$3.99M 0.53%
73,407
+2,011
38
$3.95M 0.53%
380,920
+173,700
39
$3.75M 0.5%
28,390
-1,178
40
$3.55M 0.47%
85,917
+3,593
41
$3.53M 0.47%
64,477
-398
42
$3.53M 0.47%
250,738
+6,980
43
$3.49M 0.47%
129,003
-518
44
$3.47M 0.46%
30,810
-70,138
45
$3.34M 0.45%
20,600
+982
46
$3.17M 0.42%
182,800
-19,510
47
$3.17M 0.42%
53,542
-1,745
48
$3.12M 0.42%
31,390
-1,002
49
$3.05M 0.41%
28,865
+2,749
50
$3M 0.4%
30,606
+2,446
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