CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Return
16.85%
This Quarter Return
-12.52%
1 Year Return
+16.85%
3 Year Return
+69.06%
5 Year Return
–
10 Year Return
–
AUM
$3.91B
AUM Growth
-$661M
(-14%)
Cap. Flow
-$30.7M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
23.45%
Holding
628
New
36
Increased
178
Reduced
307
Closed
77
Top Buys
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$54.5M |
| 2 |
First Trust Managed Municipal ETF
FMB
|
$25.9M |
| 3 |
S&P Global
SPGI
|
$22.6M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$21.1M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$20.3M |
Sector Composition
| 1 | Technology | 12.7% |
| 2 | Healthcare | 8.23% |
| 3 | Industrials | 6.44% |
| 4 | Consumer Staples | 4.84% |
| 5 | Consumer Discretionary | 4.68% |
