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
$7.28B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$39.5M
3
+$25M
4
DELL icon
Dell
DELL
+$23M
5
AAPL icon
Apple
AAPL
+$17.9M

Top Sells

1
+$47.3M
2
+$44.7M
3
+$16.7M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$16.6M
5
UNH icon
UnitedHealth
UNH
+$15.3M

Sector Composition

1 Technology 15.4%
2 Industrials 6.87%
3 Healthcare 6.59%
4 Financials 6.52%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.3M 0.02%
10,101
+641
477
$1.3M 0.02%
5,290
+680
478
$1.3M 0.02%
+49,272
479
$1.3M 0.02%
152,824
+4,530
480
$1.29M 0.02%
+56,756
481
$1.29M 0.02%
+55,948
482
$1.28M 0.02%
5,998
-5,115
483
$1.28M 0.02%
24,524
+16,674
484
$1.27M 0.02%
9,147
+1,130
485
$1.27M 0.02%
3,772
+432
486
$1.26M 0.02%
9,812
-583
487
$1.25M 0.02%
10,823
+6,608
488
$1.25M 0.02%
20,360
-15,974
489
$1.24M 0.02%
12,257
+6,258
490
$1.24M 0.02%
58,705
+4,645
491
$1.24M 0.02%
44,625
-296
492
$1.23M 0.02%
+11,176
493
$1.23M 0.02%
24,819
-749
494
$1.19M 0.02%
+12,161
495
$1.18M 0.02%
14,367
-13,488
496
$1.17M 0.02%
9,379
-336
497
$1.16M 0.02%
36,346
-4,526
498
$1.16M 0.02%
22,995
+1,814
499
$1.12M 0.02%
9,520
+328
500
$1.12M 0.02%
8,430
-685
18 19
20
21 22