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
451
$1.54M 0.02%
+21,395
452
$1.54M 0.02%
+16,664
453
$1.53M 0.02%
4,268
-3,257
454
$1.49M 0.02%
4,636
+2,185
455
$1.49M 0.02%
2,619
+154
456
$1.48M 0.02%
34,677
+198
457
$1.47M 0.02%
8,826
+591
458
$1.47M 0.02%
4,888
+2,458
459
$1.45M 0.02%
2,551
+1,360
460
$1.45M 0.02%
17,597
-16,953
461
$1.45M 0.02%
10,347
-10,842
462
$1.45M 0.02%
17,179
-3,094
463
$1.43M 0.02%
11,875
+1,642
464
$1.38M 0.02%
25,123
+2,466
465
$1.37M 0.02%
10,906
+5,530
466
$1.37M 0.02%
9,553
-2,475
467
$1.36M 0.02%
4,083
-1,100
468
$1.36M 0.02%
7,175
-100
469
$1.36M 0.02%
9,535
-13,010
470
$1.36M 0.02%
6,436
-11,078
471
$1.36M 0.02%
535,022
-209,088
472
$1.34M 0.02%
25,568
+748
473
$1.34M 0.02%
10,598
-60,690
474
$1.33M 0.02%
19,643
+2,346
475
$1.31M 0.02%
12,806
-37
17 18
19
20 21