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
326
$1.84M 0.03%
14,566
+59
327
$1.8M 0.03%
45,994
+2,782
328
$1.77M 0.03%
61,738
-3,388
329
$1.76M 0.03%
31,181
+38
330
$1.68M 0.03%
6,937
-889
331
$1.67M 0.03%
36,843
-3,345
332
$1.64M 0.03%
7,190
-1,092
333
$1.63M 0.03%
7,893
+1,447
334
$1.62M 0.03%
9,216
-58,966
335
$1.6M 0.03%
3,884
-1,425
336
$1.6M 0.03%
17,456
+1,495
337
$1.59M 0.03%
16,912
-749
338
$1.59M 0.03%
2,729
+237
339
$1.58M 0.03%
19,302
-536
340
$1.57M 0.03%
12,229
-1,414
341
$1.52M 0.03%
8,703
-1,435
342
$1.52M 0.03%
8,701
+159
343
$1.51M 0.03%
9,714
+4,671
344
$1.42M 0.02%
+24,566
345
$1.42M 0.02%
24,512
+1,796
346
$1.41M 0.02%
+26,741
347
$1.4M 0.02%
1,123
-73
348
$1.39M 0.02%
18,089
-10,423
349
$1.39M 0.02%
6,039
+4,557
350
$1.39M 0.02%
8,598
+1,830
12 13
14
15 16