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
26
$41M 0.71%
55,974
-5,216
27
$39.5M 0.68%
716,958
+3,650
28
$39.4M 0.68%
+762,611
29
$36.5M 0.63%
95,189
+1,843
30
$36.4M 0.63%
116,384
+39,653
31
$35.8M 0.62%
128,218
+268
32
$35.6M 0.61%
693,046
+17,916
33
$35.2M 0.61%
57,388
-310
34
$34M 0.59%
197,936
+52,692
35
$33.8M 0.58%
188,516
+5,021
36
$33.1M 0.57%
1,137,452
+15,287
37
$32.8M 0.57%
181,561
-8,422
38
$31.5M 0.54%
157,385
-9,671
39
$31.1M 0.54%
186,056
+1,579
40
$30.6M 0.53%
88,355
+218
41
$30.4M 0.52%
386,008
-2,542
42
$30.3M 0.52%
62,486
+15,949
43
$30M 0.52%
38,576
+2,212
44
$29.5M 0.51%
1,427,847
-16,425
45
$28.1M 0.48%
367,627
+47,144
46
$28M 0.48%
1,230,375
+16,657
47
$27.2M 0.47%
132,684
-51,866
48
$27.2M 0.47%
179,973
-36,120
49
$26.7M 0.46%
263,604
+149,815
50
$26.1M 0.45%
115,916
+44,288
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