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
51
$2.94M 0.39%
58,879
-2,626
52
$2.94M 0.39%
24,834
+939
53
$2.93M 0.39%
57,949
+337
54
$2.89M 0.39%
59,496
+5,769
55
$2.81M 0.38%
343,656
-106,602
56
$2.74M 0.37%
55,390
-9,139
57
$2.71M 0.36%
26,780
+1,533
58
$2.67M 0.36%
81,689
-21,160
59
$2.66M 0.35%
43,923
-701
60
$2.63M 0.35%
52,477
+13,968
61
$2.53M 0.34%
59,082
+2,263
62
$2.51M 0.34%
26,741
+1,726
63
$2.47M 0.33%
118,527
+10,136
64
$2.47M 0.33%
57,498
+1,802
65
$2.33M 0.31%
99,813
-507
66
$2.32M 0.31%
52,022
-7,551
67
$2.29M 0.31%
23,085
+309
68
$2.27M 0.3%
85,820
+72,255
69
$2.24M 0.3%
37,125
+9,801
70
$2.21M 0.3%
30,350
-825
71
$2.18M 0.29%
18,132
-475
72
$2.18M 0.29%
46,573
-13,520
73
$2.18M 0.29%
72,189
+560
74
$2.16M 0.29%
28,084
+61
75
$2.15M 0.29%
88,476
+1,503
1 2
3
4 5