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
326
$1.51M 0.03%
+29,912
327
$1.5M 0.03%
+30,259
328
$1.49M 0.03%
+94,680
329
$1.46M 0.03%
+57,554
330
$1.44M 0.03%
+5,666
331
$1.44M 0.03%
+29,929
332
$1.43M 0.03%
+173,946
333
$1.42M 0.03%
+15,643
334
$1.42M 0.03%
+5,634
335
$1.41M 0.03%
+7,009
336
$1.41M 0.03%
+47,569
337
$1.38M 0.03%
+48,924
338
$1.38M 0.03%
+97,524
339
$1.34M 0.03%
+10,360
340
$1.33M 0.03%
+4,559
341
$1.31M 0.03%
+19,511
342
$1.28M 0.03%
+11,334
343
$1.27M 0.03%
+8,725
344
$1.26M 0.03%
+5,812
345
$1.25M 0.03%
+4,520
346
$1.25M 0.02%
+24,871
347
$1.25M 0.02%
+10,947
348
$1.25M 0.02%
+67,247
349
$1.2M 0.02%
+3,962
350
$1.2M 0.02%
+6,897
12 13
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