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CWM
Congress Wealth Management’s
Skyworks Solutions
SWKS
Stock Holding History
Congress Wealth Management’s Portfolio
SWKS Stock Details
SWKS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$709K
Buy
9,514
+967
+11%
+$64.6K
0.01%
812
2025
Q1
$553K
Buy
+8,547
New
+$651K
0.01%
786
2024
Q2
–
Sell
-3,996
Closed
-$433K
–
740
2024
Q1
$433K
Sell
3,996
-342
-8%
-$35.9K
0.01%
462
2023
Q4
$488K
Buy
4,338
+61
+1%
+$5.97K
0.01%
468
2023
Q3
$422K
Sell
4,277
-419
-9%
-$44.6K
0.01%
477
2023
Q2
$520K
Sell
4,696
-93,412
-95%
-$9.86M
0.01%
410
2023
Q1
$11.6M
Buy
98,108
+6,528
+7%
+$723K
0.28%
104
2022
Q4
$8.35M
Sell
91,580
-1,469
-2%
-$132K
0.21%
139
2022
Q3
$7.94M
Buy
93,049
+5,345
+6%
+$547K
0.21%
142
2022
Q2
$8.13M
Buy
87,704
+2,402
+3%
+$259K
0.21%
148
2022
Q1
$11.4M
Buy
85,302
+4,765
+6%
+$669K
0.25%
105
2021
Q4
$12.5M
Buy
+80,537
New
+$12.9M
0.25%
110
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Fidelity International
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$129B AUM
30.83%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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