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
301
$2.17M 0.04%
+39,861
302
$2.11M 0.04%
+37,933
303
$2.09M 0.04%
+12,470
304
$2.09M 0.04%
+41,525
305
$2.07M 0.04%
+50,200
306
$2.05M 0.04%
+34,050
307
$2.01M 0.04%
+19,834
308
$2.01M 0.04%
+45,874
309
$1.99M 0.04%
+49,937
310
$1.99M 0.04%
+10,852
311
$1.89M 0.04%
+16,280
312
$1.88M 0.04%
+21,572
313
$1.87M 0.04%
+53,811
314
$1.83M 0.04%
+71,926
315
$1.76M 0.04%
+10,145
316
$1.72M 0.03%
+17,940
317
$1.71M 0.03%
+11,546
318
$1.71M 0.03%
+57,102
319
$1.69M 0.03%
+6,640
320
$1.65M 0.03%
+24,874
321
$1.65M 0.03%
+8,361
322
$1.64M 0.03%
+50,282
323
$1.63M 0.03%
+4,751
324
$1.56M 0.03%
+59,221
325
$1.53M 0.03%
+67,013
11 12
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