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
351
$1.18M 0.02%
+5,741
352
$1.17M 0.02%
+13,377
353
$1.16M 0.02%
+1,763
354
$1.15M 0.02%
+8,605
355
$1.14M 0.02%
+30,739
356
$1.12M 0.02%
+13,434
357
$1.12M 0.02%
+44,365
358
$1.12M 0.02%
+41,648
359
$1.12M 0.02%
+6,994
360
$1.07M 0.02%
+53,834
361
$1.07M 0.02%
+3,666
362
$1.06M 0.02%
+1,615
363
$1.04M 0.02%
+2,988
364
$1.04M 0.02%
+12,355
365
$1.03M 0.02%
+8,858
366
$1.03M 0.02%
+21,582
367
$1M 0.02%
+4,108
368
$996K 0.02%
+8,513
369
$978K 0.02%
+11,790
370
$976K 0.02%
+3,670
371
$964K 0.02%
+7,446
372
$964K 0.02%
+17,010
373
$959K 0.02%
+7,456
374
$944K 0.02%
+15,129
375
$933K 0.02%
+5,706
13 14
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