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
526
$965K 0.01%
10,811
-5,351
527
$956K 0.01%
11,309
-13,064
528
$950K 0.01%
8,295
-11,280
529
$938K 0.01%
+9,978
530
$937K 0.01%
24,477
-8,100
531
$934K 0.01%
7,897
-7,561
532
$921K 0.01%
21,894
-4,477
533
$915K 0.01%
15,952
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534
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13,845
-949
535
$894K 0.01%
35,794
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536
$887K 0.01%
7,702
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537
$883K 0.01%
18,341
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538
$880K 0.01%
75,047
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539
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7,064
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540
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9,853
541
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12,021
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13,633
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544
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28,848
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545
$848K 0.01%
6,352
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546
$848K 0.01%
26,564
547
$840K 0.01%
8,365
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548
$837K 0.01%
816
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549
$832K 0.01%
1,599
-358
550
$820K 0.01%
5,729
+185
20 21
22
23 24