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
451
$492K 0.01%
2,530
-581
452
$492K 0.01%
7,051
+3,577
453
$482K 0.01%
891
+40
454
$479K 0.01%
4,485
-1,657
455
$465K 0.01%
11,072
-22,694
456
$455K 0.01%
6,134
+442
457
$454K 0.01%
+6,772
458
$451K 0.01%
5,915
-2,010
459
$449K 0.01%
1,815
+6
460
$441K 0.01%
3,201
+137
461
$434K 0.01%
2,375
-2,324
462
$433K 0.01%
3,996
-342
463
$421K 0.01%
66,838
-13,359
464
$419K 0.01%
+35,109
465
$418K 0.01%
1,989
-537
466
$416K 0.01%
11,679
+138
467
$415K 0.01%
497
-11
468
$414K 0.01%
3,625
-155,901
469
$412K 0.01%
8,035
+452
470
$411K 0.01%
1,776
-3
471
$406K 0.01%
938
-645
472
$405K 0.01%
23,039
-14,222
473
$401K 0.01%
2,193
+27
474
$401K 0.01%
2,365
+180
475
$399K 0.01%
18,091
17 18
19
20 21