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
426
$1.8M 0.02%
14,625
+1,482
427
$1.8M 0.02%
56,187
-1,429
428
$1.8M 0.02%
35,822
-22
429
$1.79M 0.02%
4,235
+1,115
430
$1.78M 0.02%
22,683
+613
431
$1.77M 0.02%
20,723
-19,665
432
$1.75M 0.02%
28,999
+11,466
433
$1.74M 0.02%
10,667
+7,898
434
$1.74M 0.02%
6,577
+672
435
$1.7M 0.02%
7,471
+403
436
$1.66M 0.02%
+24,399
437
$1.65M 0.02%
25,950
-10,103
438
$1.65M 0.02%
127,257
+14,922
439
$1.63M 0.02%
60,466
+3,800
440
$1.63M 0.02%
58,623
+365
441
$1.61M 0.02%
9,247
-11,557
442
$1.61M 0.02%
49,043
-41,909
443
$1.6M 0.02%
8,726
+597
444
$1.59M 0.02%
+34,702
445
$1.58M 0.02%
5,652
+839
446
$1.57M 0.02%
19,923
-14,578
447
$1.57M 0.02%
17,230
+2,406
448
$1.56M 0.02%
19,052
-743
449
$1.56M 0.02%
55,426
+1,253
450
$1.56M 0.02%
18,079
+1,303
16 17
18
19 20