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
476
$455K 0.01%
+5,794
477
$451K 0.01%
+10,709
478
$450K 0.01%
+3,291
479
$449K 0.01%
+14,751
480
$426K 0.01%
+1,906
481
$425K 0.01%
+5,988
482
$424K 0.01%
+7,247
483
$424K 0.01%
+14,766
484
$420K 0.01%
+6,322
485
$419K 0.01%
+5,778
486
$418K 0.01%
+640
487
$416K 0.01%
+4,851
488
$411K 0.01%
+8,241
489
$407K 0.01%
+8,268
490
$402K 0.01%
+3,385
491
$397K 0.01%
+8,384
492
$393K 0.01%
+5,118
493
$379K 0.01%
+1,487
494
$378K 0.01%
+3,077
495
$377K 0.01%
+6,947
496
$376K 0.01%
+3,529
497
$371K 0.01%
+4,700
498
$370K 0.01%
+6,125
499
$359K 0.01%
+1,566
500
$359K 0.01%
+1,143
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