CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$39.2M
2
+$35.2M
3
+$32M
4
DV icon
DoubleVerify
DV
+$16.6M
5
TJX icon
TJX Companies
TJX
+$14.5M

Top Sells

1
+$34.7M
2
+$31.3M
3
+$21.5M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$19.8M
5
AAPL icon
Apple
AAPL
+$19.8M

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
551
$230K ﹤0.01%
1,834
-237
552
$228K ﹤0.01%
1,808
-370
553
$226K ﹤0.01%
16,176
-399
554
$225K ﹤0.01%
+2,259
555
$224K ﹤0.01%
1,635
-151
556
$223K ﹤0.01%
2,914
+25
557
$223K ﹤0.01%
19,108
558
$222K ﹤0.01%
9,976
-1,943
559
$220K ﹤0.01%
3,799
-89
560
$219K ﹤0.01%
+1,503
561
$218K ﹤0.01%
9,735
+479
562
$218K ﹤0.01%
1,053
-1,328
563
$217K ﹤0.01%
1,077
-1,754
564
$217K ﹤0.01%
1,018
-88
565
$216K ﹤0.01%
+4,017
566
$213K ﹤0.01%
67,958
-13,489
567
$213K ﹤0.01%
6,050
-3,280
568
$209K ﹤0.01%
7,906
+28
569
$208K ﹤0.01%
+1,171
570
$208K ﹤0.01%
704
-136
571
$203K ﹤0.01%
210
-97
572
$202K ﹤0.01%
11,508
+197
573
$202K ﹤0.01%
981
-2,306
574
$193K ﹤0.01%
19,770
-26,000
575
$182K ﹤0.01%
14,990
21 22
23
24 25