CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
Top 10 Hldgs %
18.15%
Holding
1,137
New
266
Increased
550
Reduced
233
Closed
73

Top Buys

1
$215M
2
$57.2M
3
$43M
4
$34.8M
5
$34.1M

Top Sells

1
$47.5M
2
$26.4M
3
$25.3M
4
$22.1M
5
$20M

Sector Composition

1Technology16.49%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.53M0.02%5,844 New
+$1.53M
$1.52M0.02%7,920
-67,360
-89%
-$12.9M
$1.49M0.02%58,792
+87
+0.2%
+$2.21K
$1.48M0.02%20,934
+1,291
+7%
+$91.3K
$1.47M0.02%156,640
+3,816
+3%
+$35.8K
$1.44M0.02%39,576 New
+$1.44M
$1.42M0.02%9,338
+91
+1%
+$13.9K
$1.42M0.02%42,936 New
+$1.42M
$1.41M0.02%4,136
+2,144
+108%
+$730K
$1.4M0.02%33,590
+6,190
+23%
+$259K
$1.37M0.02%2,695
+1,828
+211%
+$932K
$1.37M0.02%2,059
+617
+43%
+$411K
$1.34M0.02%10,580
+4,380
+71%
+$554K
$1.33M0.02%28,114
+4,601
+20%
+$218K
$1.33M0.02%25,516 New
+$1.33M
$1.31M0.02%14,918
+10,812
+263%
+$953K
$1.31M0.02%38,783
+9,935
+34%
+$336K
$1.31M0.02%22,440 New
+$1.31M
$1.31M0.02%6,716 New
+$1.31M
$1.3M0.02%6,199
+201
+3%
+$42.2K
$1.3M0.02%4,085
+2
+0.1%
+$635
$1.29M0.02%9,231 New
+$1.29M
$1.29M0.02%54,370
+38,403
+241%
+$909K
$1.28M0.02%5,600
+2,578
+85%
+$591K
$1.28M0.02%10,494
+682
+7%
+$83.1K
1 212223242546