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
126
$1.47M 0.2%
54,437
-94
127
$1.46M 0.2%
5,016
+2,145
128
$1.46M 0.2%
50,174
-1,596
129
$1.45M 0.2%
40,026
-5,293
130
$1.44M 0.19%
17,209
+392
131
$1.43M 0.19%
176,152
+47,136
132
$1.42M 0.19%
30,429
-3,729
133
$1.4M 0.19%
155,790
+4,878
134
$1.39M 0.19%
50,870
-32,255
135
$1.39M 0.19%
12,706
+2,427
136
$1.39M 0.19%
10,722
-304
137
$1.39M 0.19%
47,258
-300
138
$1.36M 0.18%
7
+1
139
$1.36M 0.18%
27,583
+16,956
140
$1.31M 0.18%
22,145
+11,841
141
$1.3M 0.18%
26,959
-2,514
142
$1.29M 0.17%
12,013
-1,772
143
$1.29M 0.17%
22,819
+124
144
$1.29M 0.17%
10,591
-166
145
$1.28M 0.17%
29,884
+4,037
146
$1.28M 0.17%
40,329
+1,174
147
$1.27M 0.17%
244,622
-2,275
148
$1.26M 0.17%
48,864
-4,605
149
$1.25M 0.17%
49,298
+9,937
150
$1.25M 0.17%
14,773
+3,119
4 5
6
7 8