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
$5.94M0.07%150,766
-5,253
-3%
-$207K
$5.94M0.07%258,225
-9,620
-4%
-$221K
$5.92M0.07%118,038 New
+$5.92M
$5.87M0.07%139,948
+33,257
+31%
+$1.39M
$5.85M0.07%113,802
+5,373
+5%
+$276K
$5.81M0.07%94,036
+89,373
+1,917%
+$5.52M
$5.8M0.07%32,323
+2,062
+7%
+$370K
$5.73M0.07%69,148
+1,179
+2%
+$97.7K
$5.68M0.07%130,011
-68,521
-35%
-$3M
$5.68M0.07%27,524
+14,775
+116%
+$3.05M
$5.66M0.07%37,931
+12,805
+51%
+$1.91M
$5.64M0.07%19,115
+3,091
+19%
+$912K
$5.63M0.07%115,144
+19,826
+21%
+$969K
$5.61M0.07%44,299
+23,142
+109%
+$2.93M
$5.6M0.07%14,662
-112
-0.8%
-$42.8K
$5.5M0.07%135,308
+1,884
+1%
+$76.6K
$5.5M0.07%49,331
+7,302
+17%
+$814K
$5.49M0.07%46,061
+105
+0.2%
+$12.5K
$5.48M0.07%34,384 New
+$5.48M
$5.44M0.07%215,824
+82,192
+62%
+$2.07M
$5.38M0.06%108,499
+8,288
+8%
+$411K
$5.32M0.06%69,531
+19,957
+40%
+$1.53M
$5.21M0.06%157,486
+2,546
+2%
+$84.3K
$5.19M0.06%57,296
-18,497
-24%
-$1.68M
$5.16M0.06%72,116 New
+$5.16M
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