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
576
$224K ﹤0.01%
+1,566
577
$223K ﹤0.01%
+1,818
578
$220K ﹤0.01%
+30,865
579
$218K ﹤0.01%
+2,803
580
$216K ﹤0.01%
+2,671
581
$211K ﹤0.01%
+2,200
582
$211K ﹤0.01%
+3,072
583
$210K ﹤0.01%
+6,047
584
$210K ﹤0.01%
+4,712
585
$207K ﹤0.01%
+1,436
586
$206K ﹤0.01%
+14,991
587
$204K ﹤0.01%
+5,452
588
$204K ﹤0.01%
+5,468
589
$203K ﹤0.01%
+4,021
590
$201K ﹤0.01%
+2,971
591
$201K ﹤0.01%
+911
592
$196K ﹤0.01%
+14,990
593
$171K ﹤0.01%
+5,447
594
$168K ﹤0.01%
+92,692
595
$160K ﹤0.01%
+10,000
596
$117K ﹤0.01%
+1,251
597
$80K ﹤0.01%
+210
598
$45K ﹤0.01%
+12,000
599
$32K ﹤0.01%
+2,393
600
$12K ﹤0.01%
+10,241
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