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
426
$432K 0.01%
2,374
427
$418K 0.01%
2,015
+60
428
$408K 0.01%
4,484
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429
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432
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7,000
433
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434
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435
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436
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437
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439
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440
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441
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442
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7,557
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448
$348K 0.01%
1,862
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449
$348K 0.01%
9,686
450
$345K 0.01%
953
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16 17
18
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