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
376
$1M 0.02%
6,064
+2,866
377
$1,000K 0.02%
33,582
+255
378
$984K 0.02%
40,137
379
$961K 0.02%
6,859
-366
380
$948K 0.02%
39,306
-2,522
381
$941K 0.02%
1,813
-260
382
$934K 0.02%
25,557
+2,884
383
$934K 0.02%
21,540
-7,830
384
$916K 0.02%
+2,876
385
$876K 0.02%
16,184
+11,134
386
$873K 0.02%
34,525
-17,130
387
$858K 0.01%
7,016
-4,167
388
$853K 0.01%
30,742
-29,392
389
$853K 0.01%
78,025
390
$851K 0.01%
4,416
-2,464
391
$833K 0.01%
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392
$826K 0.01%
18,302
+1,832
393
$806K 0.01%
18,029
+6,683
394
$797K 0.01%
6,439
-14,979
395
$792K 0.01%
3,478
-6,568
396
$787K 0.01%
4,119
+30
397
$786K 0.01%
7,575
-1,709
398
$783K 0.01%
13,530
+2,006
399
$761K 0.01%
+5,843
400
$757K 0.01%
+10,535
14 15
16
17 18