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
651
$141K 0.02%
13,141
+1,261
652
$139K 0.02%
15,452
-2,400
653
$139K 0.02%
14,104
-9,911
654
$139K 0.02%
19,400
655
$138K 0.02%
13,042
+903
656
$132K 0.02%
10,482
-1,759
657
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135,786
658
$121K 0.02%
5,156
659
$119K 0.02%
14,427
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660
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1,145
-87
661
$113K 0.02%
25,900
662
$109K 0.01%
11,990
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663
$108K 0.01%
+10,230
664
$106K 0.01%
8,445
-275
665
$97K 0.01%
21,359
666
$97K 0.01%
12,621
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9,244
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$89K 0.01%
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670
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743
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19,370
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$87K 0.01%
10,148
-1,389
673
$79K 0.01%
3,333
+1,666
674
$78K 0.01%
13,850
+1,276
675
$77K 0.01%
12,443
-272
25 26
27
28 29