CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$39.2M
2
+$35.2M
3
+$32M
4
DV icon
DoubleVerify
DV
+$16.6M
5
TJX icon
TJX Companies
TJX
+$14.5M

Top Sells

1
+$34.7M
2
+$31.3M
3
+$21.5M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$19.8M
5
AAPL icon
Apple
AAPL
+$19.8M

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
501
$320K 0.01%
3,804
-702
502
$316K 0.01%
13,314
-339
503
$310K 0.01%
3,954
+251
504
$307K 0.01%
7,034
-5,255
505
$305K 0.01%
5,052
-2,487
506
$304K 0.01%
+972
507
$303K 0.01%
+16,519
508
$295K 0.01%
8,003
+626
509
$295K 0.01%
+7,128
510
$292K 0.01%
1,369
-186
511
$291K 0.01%
3,047
+531
512
$290K 0.01%
10,042
513
$287K ﹤0.01%
3,126
-1,889
514
$283K ﹤0.01%
4,877
-3,539
515
$283K ﹤0.01%
3,118
-975
516
$283K ﹤0.01%
1,133
-449
517
$279K ﹤0.01%
10,000
518
$279K ﹤0.01%
4,124
+238
519
$279K ﹤0.01%
6,961
-23,476
520
$273K ﹤0.01%
833
521
$272K ﹤0.01%
+815
522
$272K ﹤0.01%
92,647
523
$271K ﹤0.01%
+24,203
524
$264K ﹤0.01%
3,059
525
$262K ﹤0.01%
+4,958
19 20
21
22 23