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
301
$2.32M 0.04%
12,124
-5,935
302
$2.31M 0.04%
166,475
-13,174
303
$2.3M 0.04%
29,378
+6,797
304
$2.25M 0.04%
65,257
+17,354
305
$2.24M 0.04%
19,749
-10,975
306
$2.23M 0.04%
34,849
+1,240
307
$2.22M 0.04%
28,590
+2,484
308
$2.21M 0.04%
34,772
+2,594
309
$2.14M 0.04%
54,870
+8,513
310
$2.08M 0.04%
62,006
+4,933
311
$2.07M 0.04%
78,560
-5,731
312
$2.06M 0.04%
21,605
-460
313
$2.05M 0.04%
14,440
-1,628
314
$1.99M 0.03%
11,758
+1,084
315
$1.98M 0.03%
25,674
-5,206
316
$1.98M 0.03%
39,637
+1,649
317
$1.98M 0.03%
11,546
+1,215
318
$1.97M 0.03%
54,888
-1,635
319
$1.96M 0.03%
5,400
-667
320
$1.96M 0.03%
29,536
+2,824
321
$1.95M 0.03%
19,340
+9,190
322
$1.9M 0.03%
32,866
-946
323
$1.89M 0.03%
52,950
+1,903
324
$1.85M 0.03%
65,101
-14,951
325
$1.84M 0.03%
43,815
+11,520
11 12
13
14 15