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
626
$151K 0.02%
+11,500
627
$150K 0.02%
14,982
-2,000
628
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13,583
+541
629
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11,581
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630
$145K 0.02%
10,605
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631
$143K 0.02%
14,138
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632
$143K 0.02%
19,400
633
$142K 0.02%
+10,669
634
$141K 0.02%
12,641
-500
635
$139K 0.02%
15,450
-2
636
$139K 0.02%
+13,772
637
$134K 0.02%
135,786
638
$134K 0.02%
+21,368
639
$126K 0.02%
44,913
-26,205
640
$124K 0.02%
14,535
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$112K 0.02%
18,096
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$105K 0.01%
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647
$104K 0.01%
8,162
-283
648
$104K 0.01%
10,092
-2,441
649
$102K 0.01%
4,538
-618
650
$101K 0.01%
34
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24 25
26
27 28