CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
This Quarter Return
-1.25%
1 Year Return
+8.83%
3 Year Return
+34.7%
5 Year Return
–
10 Year Return
–
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.25B
Cap. Flow %
14.96%
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

1Technology16.29%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.26M0.02% 4,891
+4,007
+453%
+$1.03M
$1.25M0.01%
+21,259
 New
+$1.25M
$1.25M0.01%
+23,402
 New
+$1.25M
$1.25M0.01% 19,298
+13,276
+220%
+$859K
$1.25M0.01% 20,794
+434
+2%
+$26.1K
$1.24M0.01% 11,441
-118,728
-91%
-$12.9M
$1.24M0.01% 7,742
+4,393
+131%
+$706K
$1.24M0.01% 9,576
+41
+0.4%
+$5.3K
$1.24M0.01% 14,217
-44
-0.3%
-$3.83K
$1.23M0.01% 5,367
+3,289
+158%
+$757K
$1.23M0.01% 10,382
-441
-4%
-$52.1K
$1.22M0.01% 12,301
+3,936
+47%
+$391K
$1.22M0.01%
+72,017
 New
+$1.22M
$1.22M0.01% 30,331
+1,461
+5%
+$58.6K
$1.21M0.01% 15,528
+5,528
+55%
+$429K
$1.2M0.01%
+46,479
 New
+$1.2M
$1.2M0.01%
+12,000
 New
+$1.2M
$1.2M0.01% 16,767
+5,458
+48%
+$391K
$1.2M0.01% 16,312
+1,274
+8%
+$93.5K
$1.18M0.01% 6,240
+2,742
+78%
+$520K
$1.17M0.01%
+34,676
 New
+$1.17M
$1.16M0.01% 47,793
+187
+0.4%
+$4.54K
$1.16M0.01% 12,790
-16
-0.1%
-$1.45K
$1.16M0.01% 8,791
+361
+4%
+$47.6K
$1.16M0.01%
+1,672
 New
+$1.16M
1 222324252646