CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Return
16.85%
This Quarter Return
+11.09%
1 Year Return
+16.85%
3 Year Return
+69.06%
5 Year Return
–
10 Year Return
–
AUM
$5.45B
AUM Growth
+$605M
(+13%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
23.46%
Holding
678
New
79
Increased
322
Reduced
189
Closed
72
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$110M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$22.6M |
| 3 |
DoubleLine Mortgage ETF
DMBS
|
+$21M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$17.9M |
| 5 |
DexCom
DXCM
|
+$17.5M |
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$107M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$22.8M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
+$20.7M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$19M |
| 5 |
Franklin FTSE United Kingdom ETF
FLGB
|
+$16M |
Sector Composition
| 1 | Technology | 13.37% |
| 2 | Financials | 8.71% |
| 3 | Industrials | 6.99% |
| 4 | Healthcare | 6.81% |
| 5 | Consumer Discretionary | 5.17% |
