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
501
$1.11M 0.02%
47,606
+646
502
$1.11M 0.02%
27,422
+126
503
$1.09M 0.02%
49,698
+24,554
504
$1.09M 0.02%
23,513
-711
505
$1.09M 0.02%
10,167
+3,737
506
$1.09M 0.01%
+33,680
507
$1.09M 0.01%
9,356
+1,318
508
$1.07M 0.01%
42,076
+5,649
509
$1.07M 0.01%
9,240
-10,760
510
$1.06M 0.01%
28,870
-7,839
511
$1.06M 0.01%
20,435
+4,713
512
$1.05M 0.01%
27,400
-15,429
513
$1.04M 0.01%
17,731
-768
514
$1.04M 0.01%
12,307
+1,307
515
$1.04M 0.01%
34,970
+553
516
$1.04M 0.01%
14,261
+1,502
517
$1.01M 0.01%
8,338
+986
518
$1.01M 0.01%
41,886
+1,836
519
$1M 0.01%
1,442
-98
520
$985K 0.01%
15,038
+5,681
521
$982K 0.01%
20,011
+3,609
522
$981K 0.01%
9,484
-12,424
523
$973K 0.01%
195
+10
524
$969K 0.01%
2,625
+476
525
$966K 0.01%
4,062
-7
19 20
21
22 23