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
401
$763K 0.02%
+14,935
402
$749K 0.01%
+5,785
403
$749K 0.01%
+16,343
404
$748K 0.01%
+5,526
405
$747K 0.01%
+7,242
406
$741K 0.01%
+7,551
407
$735K 0.01%
+29,459
408
$734K 0.01%
+22,881
409
$716K 0.01%
+4,760
410
$714K 0.01%
+17,334
411
$713K 0.01%
+1,926
412
$706K 0.01%
+2,671
413
$705K 0.01%
+6,249
414
$704K 0.01%
+10,146
415
$695K 0.01%
+2,375
416
$693K 0.01%
+2,001
417
$693K 0.01%
+6,785
418
$686K 0.01%
+13,601
419
$681K 0.01%
+6,273
420
$672K 0.01%
+1,972
421
$671K 0.01%
+1,631
422
$669K 0.01%
+2,082
423
$668K 0.01%
+15,670
424
$666K 0.01%
+4,618
425
$659K 0.01%
+33,324
15 16
17
18 19