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
176
$1.06M 0.14%
52,101
+4,248
177
$1.05M 0.14%
+19,843
178
$1.04M 0.14%
12,820
+5,544
179
$1.04M 0.14%
45,199
+5,758
180
$1.04M 0.14%
18,602
-446
181
$1.03M 0.14%
26,957
+470
182
$1.03M 0.14%
23,130
-2,384
183
$1.02M 0.14%
39,492
+13,230
184
$1.02M 0.14%
13,456
+10
185
$1.02M 0.14%
8,901
-4,100
186
$1.01M 0.14%
12,549
-187
187
$1.01M 0.13%
9,355
-3,351
188
$1M 0.13%
38,864
+3,013
189
$996K 0.13%
7,584
-188
190
$994K 0.13%
21,303
+1,070
191
$994K 0.13%
20,006
-11,747
192
$992K 0.13%
18,008
+4,364
193
$991K 0.13%
19,498
-4,398
194
$990K 0.13%
36,868
+22,554
195
$987K 0.13%
+57,914
196
$985K 0.13%
64,070
-1,050
197
$985K 0.13%
9,926
-47
198
$980K 0.13%
6,689
+239
199
$973K 0.13%
7,852
-310
200
$972K 0.13%
59,417
+7,905
6 7
8
9 10