CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
-$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$20.4M
3
+$13.1M
4
DECK icon
Deckers Outdoor
DECK
+$11.4M
5
ULTA icon
Ulta Beauty
ULTA
+$10.6M

Top Sells

1
+$24M
2
+$15.1M
3
+$14.2M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$13.5M
5
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$12.6M

Sector Composition

1 Technology 12.81%
2 Healthcare 8.07%
3 Industrials 6.74%
4 Consumer Discretionary 5.18%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.56M 0.07%
9,237
+305
252
$2.49M 0.07%
13,897
+235
253
$2.48M 0.07%
96,494
+2,527
254
$2.47M 0.07%
147,971
-1,154
255
$2.46M 0.07%
162,572
256
$2.45M 0.07%
77,810
+4,314
257
$2.43M 0.07%
180,506
+1,031
258
$2.35M 0.06%
64,506
+432
259
$2.34M 0.06%
88,156
-590
260
$2.31M 0.06%
28,452
+666
261
$2.25M 0.06%
26,515
-33,292
262
$2.24M 0.06%
13,022
+121
263
$2.24M 0.06%
11,101
-4,284
264
$2.22M 0.06%
67,706
-60,334
265
$2.2M 0.06%
107,578
+3,442
266
$2.19M 0.06%
156,746
+20,771
267
$2.09M 0.06%
129,364
-118,556
268
$2.09M 0.06%
30,447
+199
269
$2.07M 0.06%
20,195
-181
270
$2.05M 0.06%
79,334
+665
271
$2.03M 0.05%
5
272
$1.98M 0.05%
45,292
-1,646
273
$1.97M 0.05%
90,634
-1,637
274
$1.96M 0.05%
5,859
+518
275
$1.94M 0.05%
78,732
-4,940
9 10
11
12 13