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
276
$1.92M 0.05%
88,578
+4,745
277
$1.91M 0.05%
10,091
-11,618
278
$1.9M 0.05%
23,391
+13
279
$1.85M 0.05%
8,487
+605
280
$1.84M 0.05%
14,765
+1,368
281
$1.82M 0.05%
6,799
-70
282
$1.8M 0.05%
73,823
+1,786
283
$1.72M 0.05%
29,939
+1,509
284
$1.7M 0.05%
5,994
+144
285
$1.69M 0.05%
45,203
-1,200
286
$1.69M 0.05%
47,105
-1,202
287
$1.69M 0.05%
15,395
+1,960
288
$1.66M 0.04%
22,767
+2,685
289
$1.65M 0.04%
122,227
+6,053
290
$1.63M 0.04%
33,738
+1,049
291
$1.62M 0.04%
6,114
-219
292
$1.61M 0.04%
20,535
+14,526
293
$1.6M 0.04%
51,581
+6,223
294
$1.56M 0.04%
44,857
-3,864
295
$1.54M 0.04%
10,246
+1,717
296
$1.49M 0.04%
14,166
-204
297
$1.47M 0.04%
864,766
+218,859
298
$1.44M 0.04%
98,579
-1,253
299
$1.41M 0.04%
6,244
-463
300
$1.38M 0.04%
7,066
-322
10 11
12
13 14