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
501
$286K 0.04%
2,674
+521
502
$284K 0.04%
30,398
-2,736
503
$283K 0.04%
1,726
+195
504
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11,466
-1
505
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+28,553
506
$280K 0.04%
17,400
507
$280K 0.04%
2,882
+963
508
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13,175
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509
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-106
510
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8,287
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511
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7,258
512
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5,761
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513
$276K 0.04%
9,613
-200
514
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+21,045
515
$274K 0.04%
4,369
-53
516
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18,594
-1,227
517
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2,461
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518
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49,160
-3,001
519
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520
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5,255
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521
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4,865
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522
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7,263
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523
$258K 0.03%
8,198
-95
524
$258K 0.03%
9,135
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525
$258K 0.03%
+6,512
19 20
21
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