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

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
626
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627
$178K 0.02%
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$169K 0.02%
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$169K 0.02%
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$142K 0.02%
36,930