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
251
$3.96M 0.07%
44,954
-8,693
252
$3.93M 0.07%
64,770
+21,300
253
$3.93M 0.07%
14,798
+581
254
$3.81M 0.07%
6
255
$3.78M 0.07%
61,021
+176
256
$3.75M 0.06%
14,732
-629
257
$3.67M 0.06%
38,501
+560
258
$3.66M 0.06%
23,159
-64,367
259
$3.62M 0.06%
4,389
-504
260
$3.62M 0.06%
43,569
-2,328
261
$3.6M 0.06%
27,390
-8,825
262
$3.51M 0.06%
33,756
-732
263
$3.49M 0.06%
84,844
-91,342
264
$3.45M 0.06%
7,153
-73
265
$3.33M 0.06%
13,001
+649
266
$3.3M 0.06%
17,487
+864
267
$3.27M 0.06%
24,068
-6,514
268
$3.2M 0.06%
63,097
-687,328
269
$3.13M 0.05%
183,282
+53,090
270
$3.12M 0.05%
4,329
-350
271
$3.1M 0.05%
11,922
+361
272
$3.1M 0.05%
60,040
-2,002
273
$3.09M 0.05%
43,596
-1,486
274
$3.09M 0.05%
5,883
+1,025
275
$3.04M 0.05%
149,810
+5,185
9 10
11
12 13