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
551
$274K 0.01%
+1,603
552
$273K 0.01%
+2,353
553
$269K 0.01%
+21,444
554
$267K 0.01%
+3,432
555
$266K 0.01%
+10,239
556
$262K 0.01%
+4,670
557
$259K 0.01%
+1,962
558
$258K 0.01%
+861
559
$257K 0.01%
+2,907
560
$256K 0.01%
+1,860
561
$255K 0.01%
+4,832
562
$249K 0.01%
+4,250
563
$241K ﹤0.01%
+4,885
564
$239K ﹤0.01%
+2,162
565
$237K ﹤0.01%
+8,187
566
$237K ﹤0.01%
+3,240
567
$235K ﹤0.01%
+1,718
568
$231K ﹤0.01%
+1,279
569
$231K ﹤0.01%
+3,795
570
$229K ﹤0.01%
+1,122
571
$229K ﹤0.01%
+1,876
572
$226K ﹤0.01%
+1,849
573
$225K ﹤0.01%
+1,035
574
$225K ﹤0.01%
+8,340
575
$224K ﹤0.01%
+1,022
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