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
$5.79B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.2M
3
+$34.1M
4
DV icon
DoubleVerify
DV
+$15.7M
5
TJX icon
TJX Companies
TJX
+$15.2M

Top Sells

1
+$34.9M
2
+$34.4M
3
+$22.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$21.8M
5
AAPL icon
Apple
AAPL
+$18.7M

Sector Composition

1 Technology 13.15%
2 Financials 8.86%
3 Industrials 7.75%
4 Healthcare 7.18%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.09M 0.09%
105,935
+29,911
227
$5.08M 0.09%
106,979
-6,285
228
$4.99M 0.09%
219,038
-3,322
229
$4.95M 0.09%
253,578
-6,150
230
$4.93M 0.09%
107,445
-1,446
231
$4.88M 0.08%
68,152
+4,125
232
$4.82M 0.08%
47,090
+10,186
233
$4.77M 0.08%
30,028
+1,200
234
$4.76M 0.08%
123,590
+7,769
235
$4.71M 0.08%
87,459
-3,164
236
$4.66M 0.08%
20,161
-528
237
$4.57M 0.08%
78,936
-14,824
238
$4.52M 0.08%
134,078
+27,182
239
$4.46M 0.08%
87,706
+27,400
240
$4.45M 0.08%
70,298
-6,475
241
$4.41M 0.08%
76,521
-1,056
242
$4.33M 0.07%
50,263
+14,843
243
$4.32M 0.07%
59,851
-3,635
244
$4.3M 0.07%
39,437
-6,463
245
$4.15M 0.07%
41,203
-1,806
246
$4.1M 0.07%
141,197
-7,402
247
$4.09M 0.07%
9,219
-1,313
248
$4.05M 0.07%
169,734
+1,121
249
$4.04M 0.07%
80,390
+2,157
250
$4.02M 0.07%
36,542
-913
8 9
10
11 12