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
126
$8.99M 0.24%
24,995
+1,219
127
$8.94M 0.24%
31,986
+1,709
128
$8.89M 0.24%
53,631
-7,658
129
$8.88M 0.24%
36,095
+1,501
130
$8.85M 0.24%
32,175
+1,469
131
$8.85M 0.24%
124,201
+5,358
132
$8.76M 0.24%
59,377
+3,186
133
$8.74M 0.24%
218,512
+13,710
134
$8.74M 0.24%
46,014
+1,611
135
$8.74M 0.24%
79,177
+2,431
136
$8.61M 0.23%
63,599
+3,411
137
$8.51M 0.23%
73,016
+3,614
138
$8.44M 0.23%
120,096
+6,255
139
$8.42M 0.23%
369,525
-7,261
140
$8.26M 0.22%
80,529
-1,551
141
$8.04M 0.22%
220,484
+71,709
142
$7.94M 0.21%
93,049
+5,345
143
$7.89M 0.21%
288,851
+14,852
144
$7.75M 0.21%
23,615
+278
145
$7.74M 0.21%
295,177
-8,053
146
$7.73M 0.21%
53,492
+1,865
147
$7.62M 0.21%
20,190
+16
148
$7.57M 0.2%
201,328
-2,102
149
$7.54M 0.2%
312,484
-8,796
150
$7.51M 0.2%
90,350
+3,841
4 5
6
7 8