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
276
$3.02M 0.05%
115,936
277
$3.02M 0.05%
16,737
+3,945
278
$2.99M 0.05%
11,693
-859
279
$2.97M 0.05%
64,654
+13
280
$2.95M 0.05%
25,261
-3,218
281
$2.92M 0.05%
27,157
-3,178
282
$2.85M 0.05%
123,072
+516
283
$2.75M 0.05%
27,000
284
$2.7M 0.05%
5,154
-33
285
$2.69M 0.05%
20,407
-8,720
286
$2.63M 0.05%
58,538
+99
287
$2.58M 0.04%
9,931
-14,556
288
$2.53M 0.04%
11,356
+5,988
289
$2.5M 0.04%
49,856
+4,927
290
$2.48M 0.04%
57,956
-3,712
291
$2.48M 0.04%
60,913
+8,402
292
$2.44M 0.04%
+7,915
293
$2.43M 0.04%
13,220
+1,362
294
$2.41M 0.04%
25,422
-656
295
$2.41M 0.04%
92,438
-1,104
296
$2.4M 0.04%
11,516
+5,319
297
$2.36M 0.04%
20,000
-3,971
298
$2.35M 0.04%
32,392
+603
299
$2.33M 0.04%
39,755
-324
300
$2.32M 0.04%
9,298
-542
10 11
12
13 14