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
401
$2.17M 0.03%
43,516
+2,188
402
$2.16M 0.03%
41,210
-32,660
403
$2.15M 0.03%
11,452
+995
404
$2.12M 0.03%
15,950
-18,175
405
$2.11M 0.03%
4,558
-3,766
406
$2.09M 0.03%
51,839
+792
407
$2.08M 0.03%
8,866
-32
408
$2.07M 0.03%
4,867
+1,910
409
$2.06M 0.03%
42,831
+37,525
410
$2.04M 0.03%
34,737
+6,808
411
$2.04M 0.03%
68,266
-7,345
412
$2.03M 0.03%
56,299
+1,413
413
$2.02M 0.03%
77,263
-1,323
414
$2M 0.03%
9,055
-950
415
$1.97M 0.03%
29,986
-140
416
$1.95M 0.03%
54,222
+2,340
417
$1.92M 0.03%
24,965
+126
418
$1.9M 0.03%
94,439
+3,303
419
$1.89M 0.03%
8,544
+528
420
$1.85M 0.03%
929
-78
421
$1.85M 0.03%
8,688
+5,142
422
$1.84M 0.03%
20,436
-6,008
423
$1.82M 0.03%
42,031
-845
424
$1.82M 0.03%
121,851
-13,308
425
$1.82M 0.03%
18,112
-17,103
15 16
17
18 19