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
151
$1.24M 0.17%
29,628
-1,255
152
$1.23M 0.17%
17,335
-12,335
153
$1.23M 0.17%
27,541
+2,848
154
$1.23M 0.17%
24,048
+261
155
$1.22M 0.17%
18,336
-13,154
156
$1.21M 0.16%
86,880
+25,084
157
$1.21M 0.16%
55,512
+24,612
158
$1.21M 0.16%
10,385
+729
159
$1.19M 0.16%
17,129
+13,089
160
$1.17M 0.16%
24,522
-11,622
161
$1.17M 0.16%
13,193
+800
162
$1.17M 0.16%
89,428
-100
163
$1.16M 0.16%
25,129
-1,195
164
$1.15M 0.16%
9,774
+938
165
$1.15M 0.16%
35,531
+2,308
166
$1.15M 0.16%
42,604
-14,020
167
$1.14M 0.15%
+24,907
168
$1.13M 0.15%
31,812
-2,234
169
$1.13M 0.15%
9,753
+519
170
$1.13M 0.15%
9,623
+2,311
171
$1.12M 0.15%
39,120
-855
172
$1.1M 0.15%
+30,634
173
$1.09M 0.15%
16,293
-939
174
$1.08M 0.15%
9,094
-710
175
$1.08M 0.15%
52,808
+19,047
5 6
7
8 9