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
276
$2.85M 0.06%
+108,917
277
$2.83M 0.06%
+21,912
278
$2.82M 0.06%
+67,994
279
$2.77M 0.06%
+120,315
280
$2.75M 0.05%
+46,024
281
$2.72M 0.05%
+29,543
282
$2.7M 0.05%
+6
283
$2.68M 0.05%
+34,541
284
$2.67M 0.05%
+34,337
285
$2.56M 0.05%
+109,357
286
$2.49M 0.05%
+83,986
287
$2.4M 0.05%
+9,729
288
$2.39M 0.05%
+31,155
289
$2.37M 0.05%
+47,960
290
$2.35M 0.05%
+8,773
291
$2.35M 0.05%
+30,410
292
$2.33M 0.05%
+25,050
293
$2.33M 0.05%
+82,890
294
$2.31M 0.05%
+17,275
295
$2.31M 0.05%
+50,446
296
$2.27M 0.05%
+142,749
297
$2.26M 0.04%
+16,717
298
$2.23M 0.04%
+48,748
299
$2.19M 0.04%
+16,184
300
$2.18M 0.04%
+10,917
10 11
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