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
$5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$113M
3
+$95.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$94.1M
5
AAPL icon
Apple
AAPL
+$92.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 8.21%
3 Industrials 6.48%
4 Consumer Discretionary 4.79%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.87M 0.1%
+35,025
227
$4.83M 0.1%
+28,656
228
$4.76M 0.09%
+50,334
229
$4.72M 0.09%
+37,170
230
$4.69M 0.09%
+45,735
231
$4.68M 0.09%
+103,084
232
$4.58M 0.09%
+49,470
233
$4.54M 0.09%
+62,694
234
$4.52M 0.09%
+164,561
235
$4.51M 0.09%
+46,698
236
$4.46M 0.09%
+136,940
237
$4.45M 0.09%
+72,664
238
$4.43M 0.09%
+47,660
239
$4.43M 0.09%
+31,217
240
$4.36M 0.09%
+86,500
241
$4.28M 0.09%
+64,876
242
$4.26M 0.08%
+14,235
243
$4.11M 0.08%
+156,044
244
$4.01M 0.08%
+37,961
245
$4M 0.08%
+33,787
246
$3.96M 0.08%
+196,500
247
$3.96M 0.08%
+12,964
248
$3.9M 0.08%
+173,310
249
$3.87M 0.08%
+28,889
250
$3.82M 0.08%
+110,792
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