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
351
$3.09M 0.04%
62,429
+1,989
352
$3.06M 0.04%
44,362
+59
353
$3.04M 0.04%
28,543
+3,364
354
$2.99M 0.04%
38,975
-38,405
355
$2.94M 0.04%
29,663
-224
356
$2.93M 0.04%
113,484
-11,726
357
$2.93M 0.04%
12,749
+736
358
$2.88M 0.04%
27,000
359
$2.87M 0.04%
126,081
-70,966
360
$2.85M 0.04%
100,446
+91,155
361
$2.84M 0.04%
79,037
+5,160
362
$2.8M 0.04%
64,386
-45
363
$2.79M 0.04%
17,988
-1,332
364
$2.74M 0.04%
38,076
-3,090
365
$2.74M 0.04%
5,139
+447
366
$2.72M 0.04%
14,518
-1,061
367
$2.69M 0.04%
18,931
+2,539
368
$2.68M 0.04%
15,378
+385
369
$2.67M 0.04%
55,470
+2,020
370
$2.67M 0.04%
7,829
-35,015
371
$2.66M 0.04%
28,115
-34,762
372
$2.66M 0.04%
45,878
-737
373
$2.64M 0.04%
18,832
+1,567
374
$2.62M 0.04%
13,991
+125
375
$2.58M 0.04%
10,767
-6,059
13 14
15
16 17