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
76
$2.09M 0.28%
50,260
+864
77
$2.07M 0.28%
71,629
-1
78
$2.06M 0.28%
+30,981
79
$2.06M 0.28%
28,023
-7,463
80
$2.06M 0.28%
16,727
+743
81
$2.05M 0.28%
25,015
+8,141
82
$2.04M 0.28%
329,240
+179,800
83
$2.03M 0.28%
27,333
+1,466
84
$2.02M 0.27%
86,973
-507
85
$2M 0.27%
+18,529
86
$1.96M 0.26%
19,834
+1,858
87
$1.93M 0.26%
56,237
+20,819
88
$1.9M 0.26%
17,323
-1,757
89
$1.88M 0.25%
38,509
+580
90
$1.86M 0.25%
+21,921
91
$1.83M 0.25%
+58,864
92
$1.83M 0.25%
45,020
+2,494
93
$1.83M 0.25%
+71,968
94
$1.82M 0.25%
29,162
+9,340
95
$1.79M 0.24%
10,345
+515
96
$1.78M 0.24%
107,526
-1,588
97
$1.77M 0.24%
28,358
-281
98
$1.77M 0.24%
41,530
+10,430
99
$1.76M 0.24%
72,645
-3,167
100
$1.74M 0.24%
61,819
-3,650
2 3
4
5 6