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
$7.28B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$39.5M
3
+$25M
4
DELL icon
Dell
DELL
+$23M
5
AAPL icon
Apple
AAPL
+$17.9M

Top Sells

1
+$47.3M
2
+$44.7M
3
+$16.7M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$16.6M
5
UNH icon
UnitedHealth
UNH
+$15.3M

Sector Composition

1 Technology 15.4%
2 Industrials 6.87%
3 Healthcare 6.59%
4 Financials 6.52%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.68M 0.05%
14,077
+984
327
$3.65M 0.05%
3,866
-244
328
$3.56M 0.05%
61,052
+3,444
329
$3.54M 0.05%
+104,276
330
$3.52M 0.05%
30,106
-34,984
331
$3.47M 0.05%
8,589
-808
332
$3.46M 0.05%
32,906
-21,401
333
$3.44M 0.05%
27,361
-4,258
334
$3.43M 0.05%
19,392
-12,497
335
$3.43M 0.05%
119,565
-688
336
$3.4M 0.05%
43,940
+719
337
$3.39M 0.05%
196,500
+146,500
338
$3.37M 0.05%
10,010
+773
339
$3.36M 0.05%
10,971
-751
340
$3.28M 0.05%
21,157
-27,988
341
$3.27M 0.04%
109,584
+4,320
342
$3.25M 0.04%
13,517
+1,402
343
$3.25M 0.04%
154,127
+144
344
$3.24M 0.04%
44,748
-6,114
345
$3.2M 0.04%
100,805
-101,535
346
$3.17M 0.04%
7,128
+272
347
$3.14M 0.04%
40,591
+164
348
$3.14M 0.04%
5,042
+1,222
349
$3.13M 0.04%
142,872
-113,075
350
$3.11M 0.04%
12,246
-46,835
12 13
14
15 16