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
551
$245K 0.03%
12,605
-1
552
$244K 0.03%
+4,620
553
$243K 0.03%
2,968
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554
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-124,560
555
$242K 0.03%
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-35
556
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6,120
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557
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1,748
-1,039
558
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17,175
-1,630
559
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560
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4,884
561
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10,597
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562
$236K 0.03%
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563
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564
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4,110
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565
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17,875
566
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2,005
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568
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6,472
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570
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571
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12,033
572
$227K 0.03%
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573
$226K 0.03%
1,644
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574
$226K 0.03%
31,882
-8
575
$225K 0.03%
3,074
-1,754
21 22
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