12/31/2018
Top Buys
- Name% Change
- FB Facebook Inc 61.341%
- FV First Trust Dorsey ... 5.621%
- ADBE Adobe Systems, Inc. 5.495%
- RSP Invesco S&P 500 Equ... 4.801%
- AMZN Amazon.com Inc. 3.32%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- FB Facebook Inc 61.3411%
- FV First Trust Dorsey Wright F... 5.6211%
- ADBE Adobe Systems, Inc. 5.4949%
- RSP Invesco S&P 500 Equal Weigh... 4.801%
- AMZN Amazon.com Inc. 3.3195%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for CONCENTRUM WEALTH MANAGEMENT
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
CONCENTRUM WEALTH MANAGEMENT353 PIERCY ROAD
SAN JOSE CA 95138
Country: United States
Business Phone: 408-840-4030
Fax:
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | CA |
| Number of employees: | 7 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 162,164,000 |
| Total Number of Clients: | 196 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://WWW.FACEBOOK.COM/CONCENTRUMWEALTH
- HTTPS://WWW.LINKEDIN.COM/IN/CONCENTRUMWEALTH
- HTTPS://WWW.LINKEDIN.COM/IN/JAYCFONG
- HTTP://WWW.CONCENTRUMWEALTH.COM
Data above was derived from SEC filings.
