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
76
$2.15M 0.29%
27,663
-3,311
77
$2.11M 0.28%
50,503
+10,810
78
$2.1M 0.28%
317,632
-11,608
79
$2.1M 0.28%
15,794
-933
80
$2.1M 0.28%
39,545
+11,962
81
$2.09M 0.28%
57,942
-922
82
$2.08M 0.28%
60,491
+4,254
83
$2.08M 0.28%
20,125
+13,709
84
$2.06M 0.28%
11,417
+1,072
85
$2.05M 0.27%
33,951
+4,789
86
$2.03M 0.27%
16,591
+3,587
87
$2.02M 0.27%
6,593
+1,577
88
$1.97M 0.26%
31,307
+4,029
89
$1.96M 0.26%
45,970
+950
90
$1.96M 0.26%
18,078
+755
91
$1.95M 0.26%
55,958
-11,920
92
$1.93M 0.26%
18,481
-1,353
93
$1.91M 0.26%
26,641
+2,435
94
$1.91M 0.26%
52,048
-11,924
95
$1.9M 0.25%
14,962
+570
96
$1.9M 0.25%
29,267
+909
97
$1.87M 0.25%
44,620
+20,735
98
$1.84M 0.25%
24,669
+559
99
$1.81M 0.24%
30,801
+1,852
100
$1.8M 0.24%
38,282
+5,732
2 3
4
5 6