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
301
$1.36M 0.04%
47,479
-945
302
$1.33M 0.04%
8,203
+1,152
303
$1.33M 0.04%
2,619
-610
304
$1.32M 0.04%
5,772
+889
305
$1.32M 0.04%
7,042
+1,185
306
$1.31M 0.04%
34,223
+5,068
307
$1.3M 0.04%
16,468
+5,061
308
$1.3M 0.04%
26,383
+4,975
309
$1.28M 0.03%
27,010
-1,607
310
$1.28M 0.03%
38,124
+6
311
$1.28M 0.03%
+32,550
312
$1.26M 0.03%
8,101
+1,244
313
$1.26M 0.03%
52,248
-2,716
314
$1.22M 0.03%
10,302
+150
315
$1.22M 0.03%
32,442
+6,204
316
$1.22M 0.03%
41,650
-9,310
317
$1.22M 0.03%
13,852
+2,439
318
$1.21M 0.03%
24,320
+4,838
319
$1.21M 0.03%
11,574
+1,985
320
$1.2M 0.03%
24,024
-158
321
$1.19M 0.03%
36,253
-9,294
322
$1.18M 0.03%
8,473
+1,450
323
$1.18M 0.03%
32,153
-209
324
$1.17M 0.03%
106,100
325
$1.17M 0.03%
12,624
-288
11 12
13
14 15