CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
Top 10 Hldgs %
18.15%
Holding
1,137
New
266
Increased
550
Reduced
233
Closed
73

Top Buys

1
$215M
2
$57.2M
3
$43M
4
$34.8M
5
$34.1M

Top Sells

1
$47.5M
2
$26.4M
3
$25.3M
4
$22.1M
5
$20M

Sector Composition

1Technology16.49%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.17M0.03%43,315
+7,493
+21%
+$375K
$2.15M0.03%21,388
+3,276
+18%
+$330K
$2.15M0.03%12,506
+105
+0.9%
+$18.1K
$2.14M0.03%4,899
+341
+7%
+$149K
$2.14M0.03%57,219
+8,176
+17%
+$306K
$2.11M0.03%20,349
+725
+4%
+$75.3K
$2.11M0.03%32,191
-709
-2%
-$46.5K
$2.1M0.03%19,283
-24,954
-56%
-$2.71M
$2.09M0.03%77,038
+126
+0.2%
+$3.42K
$2.09M0.03%41,810
-1,706
-4%
-$85.3K
$2.08M0.03%13,248
+9,860
+291%
+$1.55M
$2.08M0.03%28,654
+21,202
+285%
+$1.54M
$2.05M0.02%69,808
+15,586
+29%
+$457K
$2.04M0.02%50,214
-1,625
-3%
-$66.1K
$2.01M0.02%10,946
+7,475
+215%
+$1.37M
$2M0.02%11,705
+9,981
+579%
+$1.71M
$2M0.02%53,420 New
+$2M
$1.99M0.02%26,910
+16,235
+152%
+$1.2M
$1.98M0.02%55,450
-20
-0%
-$713
$1.96M0.02%178,606 New
+$1.96M
$1.95M0.02%17,004
+1,006
+6%
+$116K
$1.94M0.02%34,515
-222
-0.6%
-$12.5K
$1.94M0.02%30,000
+14
+0.1%
+$903
$1.94M0.02%2,878
+259
+10%
+$174K
$1.93M0.02%739,277
+204,255
+38%
+$533K
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