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
101
$1.8M 0.24%
53,928
-71
102
$1.8M 0.24%
35,602
+585
103
$1.79M 0.24%
34,005
-782
104
$1.78M 0.24%
18,054
-1,191
105
$1.78M 0.24%
22,904
+526
106
$1.77M 0.24%
40,857
-673
107
$1.76M 0.24%
67,729
-4,916
108
$1.75M 0.23%
13,265
-6,209
109
$1.74M 0.23%
178,112
+1,960
110
$1.73M 0.23%
23,552
+1,174
111
$1.71M 0.23%
47,696
+2,886
112
$1.71M 0.23%
43,924
+4,212
113
$1.68M 0.22%
45,859
+5,833
114
$1.66M 0.22%
11,026
+304
115
$1.66M 0.22%
54,250
-1,467
116
$1.64M 0.22%
1,280
+983
117
$1.62M 0.22%
46,202
+15,568
118
$1.59M 0.21%
25,622
+794
119
$1.58M 0.21%
+15,616
120
$1.56M 0.21%
19,771
+2,642
121
$1.53M 0.2%
38,152
+356
122
$1.52M 0.2%
108,183
+657
123
$1.51M 0.2%
54,210
+3,340
124
$1.5M 0.2%
22,608
-4,351
125
$1.49M 0.2%
49,888
-286
3 4
5
6 7