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
26
$40.7M 0.81%
+1,602,294
27
$40.1M 0.8%
+84,011
28
$39.6M 0.79%
+1,209,381
29
$38.6M 0.77%
+764,991
30
$34.9M 0.69%
+779,807
31
$34M 0.68%
+749,962
32
$33.9M 0.67%
+672,908
33
$33M 0.66%
+58,191
34
$33M 0.66%
+500,954
35
$32.4M 0.64%
+77,995
36
$32.2M 0.64%
+77,575
37
$32.1M 0.64%
+815,305
38
$31.3M 0.62%
+655,825
39
$29.9M 0.6%
+269,908
40
$29.2M 0.58%
+207,261
41
$28.4M 0.56%
+379,927
42
$27.6M 0.55%
+190,660
43
$27.4M 0.55%
+356,478
44
$27.4M 0.55%
+132,825
45
$27.2M 0.54%
+54,215
46
$26.8M 0.53%
+248,811
47
$26.5M 0.53%
+108,645
48
$26.4M 0.52%
+166,551
49
$25.3M 0.5%
+502,859
50
$25.1M 0.5%
+94,168
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