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
676
$77K 0.01%
12,030
+30
677
$74K 0.01%
3,895
678
$70K 0.01%
16,259
-301
679
$63K 0.01%
10,950
680
$60K 0.01%
+13,369
681
$59K 0.01%
12,470
682
$58K 0.01%
21,042
+2,747
683
$55K 0.01%
400
684
$48K 0.01%
52,411
-7,991
685
$46K 0.01%
10,402
-850
686
$46K 0.01%
12,277
+1,068
687
$45K 0.01%
+4,167
688
$45K 0.01%
45,939
+7,409
689
$43K 0.01%
14,829
690
$42K 0.01%
2,531
691
$42K 0.01%
+3,691
692
$33K ﹤0.01%
+20,000
693
$24K ﹤0.01%
11,609
694
$24K ﹤0.01%
+12,770
695
$22K ﹤0.01%
13,805
696
$16K ﹤0.01%
2,220
-360
697
$12K ﹤0.01%
+67
698
$4K ﹤0.01%
19,688
-15,170
699
– –
-36,890
700
– –
-2,997
26 27
28
29 30