CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
Top 10 Hldgs %
18.15%
Holding
1,137
New
266
Increased
550
Reduced
233
Closed
73

Top Buys

1
$215M
2
$57.2M
3
$43M
4
$34.8M
5
$34.1M

Top Sells

1
$47.5M
2
$26.4M
3
$25.3M
4
$22.1M
5
$20M

Sector Composition

1Technology16.49%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.71M0.08%27,548
+2,923
+12%
+$712K
$6.71M0.08%38,696
+1,449
+4%
+$251K
$6.69M0.08%146,689
+140,608
+2,312%
+$6.41M
$6.58M0.08%55,777
-77,937
-58%
-$9.19M
$6.56M0.08%180,132
-8,948
-5%
-$326K
$6.54M0.08%57,296
+12,386
+28%
+$1.41M
$6.54M0.08%329,457
+70,773
+27%
+$1.4M
$6.51M0.08%228,155
+16,169
+8%
+$461K
$6.43M0.08%27,241
+19,770
+265%
+$4.67M
$6.42M0.08%233,216 New
+$6.42M
$6.41M0.08%180,976
+50,378
+39%
+$1.78M
$6.37M0.08%121,579
+97,055
+396%
+$5.08M
$6.3M0.08%40,862
+7,704
+23%
+$1.19M
$6.27M0.08%30,896
+22,352
+262%
+$4.53M
$6.25M0.07%94,997
+50,635
+114%
+$3.33M
$6.21M0.07%11,478
+8,927
+350%
+$4.83M
$6.21M0.07%312,922 New
+$6.21M
$6.2M0.07%123,587 New
+$6.2M
$6.15M0.07%24,005
-19,078
-44%
-$4.89M
$6.15M0.07%296,950
-2,562
-0.9%
-$53K
$6.12M0.07%61,045
-7,503
-11%
-$752K
$6.06M0.07%230,460
+32,604
+16%
+$858K
$6.02M0.07%11,449
+10,671
+1,372%
+$5.61M
$5.97M0.07%10,561 New
+$5.97M
$5.95M0.07%39,287
+3,462
+10%
+$524K
1 101112131446