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
$5.79B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.2M
3
+$34.1M
4
DV icon
DoubleVerify
DV
+$15.7M
5
TJX icon
TJX Companies
TJX
+$15.2M

Top Sells

1
+$34.9M
2
+$34.4M
3
+$22.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$21.8M
5
AAPL icon
Apple
AAPL
+$18.7M

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
526
$261K ﹤0.01%
+1,591
527
$257K ﹤0.01%
+6,670
528
$257K ﹤0.01%
6,636
-5,160
529
$257K ﹤0.01%
3,575
-2,519
530
$256K ﹤0.01%
+3,714
531
$256K ﹤0.01%
4,401
-1,236
532
$256K ﹤0.01%
+536
533
$255K ﹤0.01%
+3,077
534
$254K ﹤0.01%
1,300
-105
535
$254K ﹤0.01%
6,166
+1,690
536
$253K ﹤0.01%
5,339
-750
537
$250K ﹤0.01%
18,847
-403
538
$250K ﹤0.01%
3,706
-1,021
539
$249K ﹤0.01%
2,627
-637
540
$248K ﹤0.01%
8,646
541
$247K ﹤0.01%
+4,753
542
$247K ﹤0.01%
+1,000
543
$246K ﹤0.01%
+5,616
544
$244K ﹤0.01%
4,324
+9
545
$241K ﹤0.01%
+2,773
546
$239K ﹤0.01%
6,055
-1,093
547
$237K ﹤0.01%
1,467
+304
548
$237K ﹤0.01%
1,550
-66
549
$234K ﹤0.01%
+2,838
550
$231K ﹤0.01%
4,699
-3,744
20 21
22
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