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
51
$2.74M 0.37%
105,008
+7,644
52
$2.73M 0.37%
19,618
-403
53
$2.72M 0.37%
57,612
+2,056
54
$2.7M 0.37%
19,474
+1,806
55
$2.66M 0.36%
26,116
+3,539
56
$2.66M 0.36%
53,727
+36,619
57
$2.63M 0.36%
28,160
+4,410
58
$2.49M 0.34%
44,624
+1,738
59
$2.48M 0.34%
25,247
+7,574
60
$2.4M 0.33%
34,787
+1,057
61
$2.39M 0.32%
59,573
+7,775
62
$2.35M 0.32%
23,895
+974
63
$2.31M 0.31%
67,878
+2,113
64
$2.28M 0.31%
63,972
+21,946
65
$2.28M 0.31%
56,819
+3,588
66
$2.26M 0.31%
207,220
-171,220
67
$2.25M 0.31%
+12,502
68
$2.21M 0.3%
55,696
+4,015
69
$2.21M 0.3%
29,143
+5,915
70
$2.2M 0.3%
100,320
-12,746
71
$2.2M 0.3%
+31,175
72
$2.16M 0.29%
30,974
+3,596
73
$2.15M 0.29%
108,391
+30,355
74
$2.13M 0.29%
22,776
+3,878
75
$2.13M 0.29%
18,607
+6,198
1 2
3
4 5