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
376
$927K 0.02%
+1,164
377
$926K 0.02%
+15,851
378
$921K 0.02%
+31,746
379
$919K 0.02%
+31,420
380
$912K 0.02%
+9,203
381
$904K 0.02%
+10,374
382
$899K 0.02%
+17,012
383
$881K 0.02%
+7,271
384
$880K 0.02%
+3,456
385
$878K 0.02%
+2,024
386
$870K 0.02%
+1,680
387
$869K 0.02%
+22,789
388
$868K 0.02%
+5,060
389
$856K 0.02%
+9,346
390
$853K 0.02%
+17,411
391
$851K 0.02%
+17,113
392
$835K 0.02%
+5,352
393
$828K 0.02%
+5,289
394
$826K 0.02%
+17,244
395
$814K 0.02%
+20,181
396
$812K 0.02%
+9,433
397
$805K 0.02%
+5,854
398
$805K 0.02%
+2,266
399
$798K 0.02%
+15,519
400
$773K 0.02%
+4,677
14 15
16
17 18