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Home > Institutional Investor > Concert Wealth Management Inc. > Profile

Instuitional Investor - Concert Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Concert Wealth Management Inc.
Portfolio Value $24,688,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 30,009 $3,887,000 15.74%
2.
Ishares Tr
 16,244 $1,795,000 7.27%
3.
Schwab Strategic Trust
 FNDF 27,578 $1,678,000 6.79%
4.
Vanguard Intl Equity Index Funds
 VWO 31,574 $1,664,000 6.74%
5.
Resonant Inc
 RESN 348,202 $1,542,000 6.24%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)