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CWM
Concert Wealth Management Portfolio holdings
AUM
$24.7M
1-Year Est. Return
14.91%
This Fund
S&P 500
This Quarter
Est. Return
-4.01%
1 Year Est. Return
+14.91%
3 Year Est. Return
+28.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$668M
AUM Growth
–
Cap. Flow
+$707M
Cap. Flow
% of AUM
105.75%
Top 10 Holdings %
Top 10 Hldgs %
52.44%
Holding
502
New
486
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Copart
CPRT
|
+$205M |
| 2 |
D.R. Horton
DHI
|
+$108M |
| 3 |
United Parcel Service
UPS
|
+$30.1M |
| 4 |
Apple
AAPL
|
+$12.1M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.02M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 34.87% |
| 2 | Consumer Discretionary | 17.1% |
| 3 | Technology | 4.98% |
| 4 | Energy | 3.81% |
| 5 | Healthcare | 3.69% |
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Concert Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Concert Wealth Management, which disclosed 502 positions worth $668M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is Copart: 48,251,056 shares worth $186M.
By sector, the portfolio is most concentrated in Industrials at 35% of assets, followed by Consumer Discretionary and Technology.
- Concert Wealth Management's largest Q2 2013 buy was Copart: 48,251,056 shares worth $186M.
- Concert Wealth Management's ten largest holdings make up 52% of its $668M portfolio in Q2 2013.
- Concert Wealth Management disclosed 502 positions in Q2 2013, its first 13F filing on record.
Based on Concert Wealth Management's 13F filing for Q2 2013, filed 14 Aug 2013.