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
426
$635K 0.01%
5,462
+1,290
427
$634K 0.01%
16,147
-3,228
428
$629K 0.01%
11,485
-655
429
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2,180
-2,091
430
$625K 0.01%
198
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431
$620K 0.01%
14,033
-5,128
432
$612K 0.01%
+8,278
433
$610K 0.01%
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-22
434
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165
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435
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18,137
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436
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8,247
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437
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438
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-2,105
439
$570K 0.01%
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440
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443
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21,364
-1,573
444
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445
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446
$521K 0.01%
+8,437
447
$518K 0.01%
6,134
-5,380
448
$517K 0.01%
11,929
+138
449
$515K 0.01%
4,444
-13
450
$495K 0.01%
3,206
16 17
18
19 20