CONCERT Wealth Management

Latest statistics and disclosures from Concert Wealth Management's latest quarterly 13F-HR filing:

Companies in the Concert Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 15.74 30009 -43% 129.53
iShares Lehman Short Treasury Bond (SHV) 7.27 16244 -41% 110.50
Schwab U S Broad Market ETF (SCHB) 6.80 27578 -32% 60.85
Vanguard FTSE All-World ex-US ETF (VEU) 6.74 31574 -48% 52.70
Resonant 6.25 348202 NEW 4.43
ETFS Gold Trust (SGOL) 6.02 11991 -48% 123.93
Gwg Hldgs 5.85 1.44M NEW 1.00
iShares Lehman Aggregate Bond (AGG) 5.51 12401 -57% 109.75
Akamai Technologies (AKAM) 5.06 25654 -2% 48.73
Vanguard Value ETF (VTV) 4.38 10849 -34% 99.73
iShares MSCI BRIC Index Fund (BKF) 3.18 18239 -26% 43.09
iShares S&P; SmallCap 600 Index (IJR) 3.05 10150 -78% 74.19
Proshares Tr shrt hgh yield 2.85 30392 NEW 23.13
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 2.67 23448 -35% 28.10
SPDR Dow Jones Global Real Estate (RWO) 2.57 13359 NEW 47.46
Schwab International Equity ETF (SCHF) 2.23 16385 -25% 33.63
PowerShares DB Com Indx Trckng Fund (DBC) 2.16 34894 -46% 15.27
Direxion Daily Mid Cap Bull 3X Shs (MWJ) 1.98 12110 +5% 40.38
First Tr Exch Traded Fund Ii lng/sht equity 1.95 12905 NEW 37.35
AT&T; (T) 1.86 11675 -86% 39.23
Schwab Emerging Markets Equity ETF (SCHE) 1.38 12608 -30% 26.97
IQ Hedge Multi-Strategy Tracker (QAI) 1.37 11385 -43% 29.69
Spdr Short-term High Yield mf 1.16 10392 -29% 27.62
Bbx Capital 1.04 34794 NEW 7.39
Sprott Physical Gold Trust (PHYS) 0.93 21592 -25% 10.61

Past 13F-HR SEC Filings by Concert Wealth Management

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