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
526
$310K 0.01%
+3,584
527
$309K 0.01%
+2,626
528
$308K 0.01%
+9,480
529
$307K 0.01%
+4,006
530
$306K 0.01%
+3,678
531
$304K 0.01%
+3,340
532
$302K 0.01%
+3,659
533
$302K 0.01%
+1,982
534
$302K 0.01%
+7,605
535
$302K 0.01%
+4,215
536
$299K 0.01%
+460
537
$295K 0.01%
+34,148
538
$292K 0.01%
+13,776
539
$291K 0.01%
+5,767
540
$290K 0.01%
+4,590
541
$288K 0.01%
+2,137
542
$286K 0.01%
+4,337
543
$286K 0.01%
+3,285
544
$285K 0.01%
+427
545
$282K 0.01%
+19,108
546
$280K 0.01%
+2,695
547
$278K 0.01%
+4,082
548
$278K 0.01%
+2,711
549
$278K 0.01%
+1,185
550
$275K 0.01%
+9,814
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