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
251
$3.78M 0.08%
+42,230
252
$3.71M 0.07%
+264,252
253
$3.65M 0.07%
+73,444
254
$3.64M 0.07%
+115,788
255
$3.64M 0.07%
+123,866
256
$3.64M 0.07%
+73,983
257
$3.63M 0.07%
+14,024
258
$3.61M 0.07%
+86,182
259
$3.56M 0.07%
+75,292
260
$3.54M 0.07%
+150,793
261
$3.54M 0.07%
+58,532
262
$3.54M 0.07%
+58,680
263
$3.38M 0.07%
+190,000
264
$3.36M 0.07%
+27,942
265
$3.32M 0.07%
+113,846
266
$3.3M 0.07%
+66,380
267
$3.27M 0.07%
+108,443
268
$3.21M 0.06%
+35,668
269
$3.13M 0.06%
+8,703
270
$3.08M 0.06%
+52,203
271
$2.99M 0.06%
+34,952
272
$2.98M 0.06%
+90,869
273
$2.95M 0.06%
+34,458
274
$2.92M 0.06%
+155,374
275
$2.92M 0.06%
+83,751
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