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
476
$392K 0.01%
1,733
-2,590
477
$390K 0.01%
5,320
-652
478
$373K 0.01%
1,441
-537
479
$368K 0.01%
2,139
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480
$367K 0.01%
1,818
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481
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1,438
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482
$366K 0.01%
16,263
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483
$359K 0.01%
15,560
+4,553
484
$357K 0.01%
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-2,630
485
$355K 0.01%
24,044
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486
$355K 0.01%
235
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487
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2,378
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488
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489
$350K 0.01%
19,532
-3,328
490
$348K 0.01%
37,570
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491
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493
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1,012
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494
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495
$331K 0.01%
5,696
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496
$329K 0.01%
3,636
497
$326K 0.01%
+3,263
498
$323K 0.01%
+3,931
499
$321K 0.01%
4,029
-2,798
500
$321K 0.01%
8,128
-16,325
18 19
20
21 22