CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
This Quarter Return
-4.44%
1 Year Return
+16.85%
3 Year Return
+69.06%
5 Year Return
–
10 Year Return
–
AUM
$3.71B
AUM Growth
-$207M
(-5.3%)
Cap. Flow
-$1.86M
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
24.33%
Holding
572
New
21
Increased
274
Reduced
195
Closed
27
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$28.9M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$20.4M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.1M |
| 4 |
Deckers Outdoor
DECK
|
$11.5M |
| 5 |
Ulta Beauty
ULTA
|
$10.6M |
Top Sells
Sector Composition
| 1 | Technology | 12.82% |
| 2 | Healthcare | 8.07% |
| 3 | Industrials | 6.74% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Consumer Staples | 4.74% |
