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
401
$754K 0.01%
12,527
-1,969
402
$751K 0.01%
8,607
+278
403
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10,541
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404
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17,849
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405
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12,416
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406
$714K 0.01%
5,898
-5,454
407
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11,074
-213
408
$709K 0.01%
1,617
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409
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2,418
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410
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14,311
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411
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14,224
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412
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39,196
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413
$691K 0.01%
5,991
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414
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3,376
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415
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418
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419
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3,447
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420
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421
$651K 0.01%
20,921
-1,377
422
$646K 0.01%
11,920
-8,632
423
$643K 0.01%
6,620
-730
424
$642K 0.01%
7,417
-6,483
425
$637K 0.01%
2,335
+677
15 16
17
18 19