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
$7.28B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$39.5M
3
+$25M
4
DELL icon
Dell
DELL
+$23M
5
AAPL icon
Apple
AAPL
+$17.9M

Top Sells

1
+$47.3M
2
+$44.7M
3
+$16.7M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$16.6M
5
UNH icon
UnitedHealth
UNH
+$15.3M

Sector Composition

1 Technology 15.4%
2 Industrials 6.87%
3 Healthcare 6.59%
4 Financials 6.52%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.57M 0.09%
108,551
-112,908
252
$6.47M 0.09%
102,792
+843
253
$6.46M 0.09%
160,965
-39,325
254
$6.45M 0.09%
189,080
+5,327
255
$6.38M 0.09%
+120,733
256
$6.31M 0.09%
108,429
-7,261
257
$6.31M 0.09%
299,512
-10,584
258
$6.25M 0.09%
339,697
+1,838
259
$6.23M 0.09%
14,774
-16,553
260
$6.22M 0.09%
109,264
+2,584
261
$6.16M 0.08%
267,845
+38,505
262
$6.04M 0.08%
202,031
+182,687
263
$6.02M 0.08%
18,080
+1,365
264
$6.01M 0.08%
133,424
+2,839
265
$5.99M 0.08%
156,019
-3,928
266
$5.97M 0.08%
154,940
+19,103
267
$5.88M 0.08%
35,825
-1,063
268
$5.85M 0.08%
67,969
-66,633
269
$5.82M 0.08%
50,322
-30,716
270
$5.81M 0.08%
211,986
+5,675
271
$5.64M 0.08%
49,836
-3,109
272
$5.61M 0.08%
47,481
-593
273
$5.58M 0.08%
+73,039
274
$5.54M 0.08%
122,204
+46,259
275
$5.48M 0.08%
197,856
+5,913
9 10
11
12 13