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
Financial Select Sector SPDR Fund
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
501
$358K 0.01%
+1,458
502
$353K 0.01%
+16,060
503
$352K 0.01%
+13,698
504
$352K 0.01%
+2,590
505
$350K 0.01%
+2,015
506
$343K 0.01%
+2,328
507
$342K 0.01%
+17,389
508
$340K 0.01%
+1,323
509
$338K 0.01%
+3,132
510
$338K 0.01%
+9,113
511
$338K 0.01%
+16,496
512
$337K 0.01%
+14,754
513
$335K 0.01%
+2,097
514
$332K 0.01%
+5,800
515
$332K 0.01%
+4,091
516
$330K 0.01%
+8,784
517
$330K 0.01%
+58,140
518
$329K 0.01%
+5,383
519
$327K 0.01%
+136
520
$327K 0.01%
+6,072
521
$325K 0.01%
+3,988
522
$322K 0.01%
+7,000
523
$317K 0.01%
+16,292
524
$316K 0.01%
+2,353
525
$312K 0.01%
+1,920
19 20
21
22 23