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
126
$1.48M 0.2%
47,558
+300
127
$1.48M 0.2%
17,569
+360
128
$1.46M 0.2%
92,436
+5,556
129
$1.45M 0.19%
23,895
-153
130
$1.44M 0.19%
45,098
+4,769
131
$1.43M 0.19%
54,362
-6,167
132
$1.42M 0.19%
24,025
+1,880
133
$1.41M 0.19%
20,424
-6,909
134
$1.4M 0.19%
11,450
+1,676
135
$1.4M 0.19%
28,374
-2,055
136
$1.37M 0.18%
19,894
-2,721
137
$1.36M 0.18%
50,910
+2,046
138
$1.35M 0.18%
31,465
+1,837
139
$1.35M 0.18%
16,907
-12,236
140
$1.32M 0.18%
250,622
+6,000
141
$1.31M 0.18%
18,044
+360
142
$1.3M 0.17%
22,516
-303
143
$1.3M 0.17%
10,269
-116
144
$1.29M 0.17%
24,072
+7,854
145
$1.29M 0.17%
17,278
-57
146
$1.28M 0.17%
11,128
+6,184
147
$1.27M 0.17%
49,124
-174
148
$1.26M 0.17%
42,747
+9,641
149
$1.26M 0.17%
36,930
-13,330
150
$1.25M 0.17%
55,512
4 5
6
7 8