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
426
$657K 0.01%
+11,734
427
$655K 0.01%
+19,011
428
$654K 0.01%
+13,566
429
$653K 0.01%
+3,654
430
$651K 0.01%
+52,729
431
$646K 0.01%
+34,308
432
$645K 0.01%
+10,950
433
$640K 0.01%
+3,004
434
$639K 0.01%
+6,275
435
$638K 0.01%
+13,085
436
$627K 0.01%
+3,833
437
$620K 0.01%
+34,702
438
$612K 0.01%
+2,706
439
$600K 0.01%
+2,172
440
$599K 0.01%
+7,063
441
$594K 0.01%
+8,415
442
$572K 0.01%
+6,427
443
$572K 0.01%
+7,205
444
$570K 0.01%
+6,001
445
$568K 0.01%
+620
446
$559K 0.01%
+19,286
447
$558K 0.01%
+7,488
448
$557K 0.01%
+2,502
449
$556K 0.01%
+17,652
450
$554K 0.01%
+16,025
16 17
18
19 20