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
551
$817K 0.01%
6,083
+549
552
$806K 0.01%
53,910
-588
553
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3,665
-57,015
554
$802K 0.01%
6,200
+800
555
$801K 0.01%
11,848
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556
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3,465
-1,182
557
$779K 0.01%
10,000
558
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559
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10,675
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560
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561
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3,471
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562
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563
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564
$761K 0.01%
3,706
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565
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22,170
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566
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11,129
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567
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11,359
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569
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13,750
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570
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5,422
571
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14,567
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572
$708K 0.01%
10,070
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573
$708K 0.01%
6,970
-1,937
574
$703K 0.01%
+12,995
575
$696K 0.01%
12,225
-780
21 22
23
24 25