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
501
$234K 0.01%
4,337
502
$233K 0.01%
+5,519
503
$233K 0.01%
714
-25
504
$233K 0.01%
+1,370
505
$231K 0.01%
3,434
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506
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1,985
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507
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3,678
508
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8,000
-2,300
509
$228K 0.01%
853
510
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8,940
511
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512
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513
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514
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8,257
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515
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4,426
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516
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517
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519
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520
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521
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1,058
522
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127
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523
$208K 0.01%
+8,079
524
$206K 0.01%
+711
525
$205K 0.01%
7,808
-2,427
19 20
21
22 23