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
351
$1.37M 0.02%
4,270
+486
352
$1.36M 0.02%
11,798
-1,326
353
$1.35M 0.02%
13,887
+558
354
$1.35M 0.02%
5,468
-37
355
$1.3M 0.02%
2,427
-21
356
$1.29M 0.02%
65,279
-2,224
357
$1.27M 0.02%
1,304
-359
358
$1.26M 0.02%
12,585
+2,522
359
$1.24M 0.02%
4,955
-314
360
$1.23M 0.02%
30,634
-641
361
$1.19M 0.02%
11,083
-2,263
362
$1.18M 0.02%
9,423
-302
363
$1.15M 0.02%
8,748
-1,715
364
$1.13M 0.02%
4,484
-96
365
$1.13M 0.02%
2,480
-1,686
366
$1.12M 0.02%
70,988
-10,003
367
$1.11M 0.02%
12,825
+9
368
$1.1M 0.02%
23,279
-2,049
369
$1.09M 0.02%
5,322
-238
370
$1.08M 0.02%
38,676
-11,672
371
$1.07M 0.02%
13,371
-2,747
372
$1.04M 0.02%
35,526
-13,336
373
$1.03M 0.02%
15,173
-123
374
$1.01M 0.02%
2,408
+1,328
375
$1M 0.02%
65,222
13 14
15
16 17