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
276
$5.41M 0.07%
19,597
-10,734
277
$5.4M 0.07%
30,261
-5,513
278
$5.34M 0.07%
204,837
+18,883
279
$5.25M 0.07%
150,617
-96,213
280
$5.19M 0.07%
21,441
+1,181
281
$5.17M 0.07%
130,598
-39,955
282
$5.09M 0.07%
33,158
+5,670
283
$5.02M 0.07%
100,211
+550
284
$4.85M 0.07%
9,989
+2,597
285
$4.8M 0.07%
67,077
-32,789
286
$4.79M 0.07%
258,684
+22,014
287
$4.78M 0.07%
21,730
+1,987
288
$4.77M 0.07%
82,181
+48,333
289
$4.76M 0.07%
24,123
+1,039
290
$4.75M 0.07%
61,099
+2,536
291
$4.74M 0.07%
6,725
-108
292
$4.73M 0.07%
44,237
+4,885
293
$4.72M 0.06%
104,123
-1,652
294
$4.69M 0.06%
106,691
-25,085
295
$4.65M 0.06%
16,024
-297
296
$4.53M 0.06%
79,042
+3,113
297
$4.52M 0.06%
95,318
+6,073
298
$4.52M 0.06%
116,589
+5,816
299
$4.51M 0.06%
43,280
+7,617
300
$4.45M 0.06%
9,565
+256
10 11
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