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
501
$268K 0.04%
4,780
502
$268K 0.04%
7,914
-1,430
503
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+11,304
504
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505
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506
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507
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8,814
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508
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509
$262K 0.04%
42,035
-354
510
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511
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-364
512
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12,602
513
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35,661
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514
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7,027
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515
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5,130
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6,120
525
$249K 0.03%
4,646
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19 20
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