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
376
$2.56M 0.04%
31,989
-37,900
377
$2.54M 0.04%
30,437
+4,439
378
$2.53M 0.03%
23,710
-4,928
379
$2.5M 0.03%
64,201
+4,508
380
$2.47M 0.03%
78,941
+4,113
381
$2.46M 0.03%
58,296
-11,925
382
$2.46M 0.03%
69,074
-66,327
383
$2.45M 0.03%
114,949
-112,462
384
$2.43M 0.03%
41,725
-4,110
385
$2.43M 0.03%
41,892
+1,378
386
$2.37M 0.03%
19,624
+6,060
387
$2.35M 0.03%
9,736
-4,472
388
$2.33M 0.03%
36,884
+1,332
389
$2.3M 0.03%
10,951
+880
390
$2.28M 0.03%
32,900
-105
391
$2.28M 0.03%
24,718
-45,890
392
$2.28M 0.03%
15,835
-898
393
$2.24M 0.03%
12,401
-9,733
394
$2.23M 0.03%
11,968
-1,454
395
$2.22M 0.03%
6,538
-7,615
396
$2.22M 0.03%
19,358
-365
397
$2.21M 0.03%
20,930
+1,449
398
$2.2M 0.03%
76,912
399
$2.18M 0.03%
16,526
-5,463
400
$2.18M 0.03%
7,367
-672
14 15
16
17 18