CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Return
16.85%
This Quarter Return
+8.37%
1 Year Return
+16.85%
3 Year Return
+69.06%
5 Year Return
–
10 Year Return
–
AUM
$5B
AUM Growth
–
Cap. Flow
+$5B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
605
New
602
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$190M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$113M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$95.7M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$94.1M |
| 5 |
Apple
AAPL
|
+$92.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.63% |
| 2 | Healthcare | 8.21% |
| 3 | Industrials | 6.48% |
| 4 | Consumer Discretionary | 4.79% |
| 5 | Consumer Staples | 4.16% |
