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
$5.79B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.2M
3
+$34.1M
4
DV icon
DoubleVerify
DV
+$15.7M
5
TJX icon
TJX Companies
TJX
+$15.2M

Top Sells

1
+$34.9M
2
+$34.4M
3
+$22.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$21.8M
5
AAPL icon
Apple
AAPL
+$18.7M

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
576
$17.9K ﹤0.01%
1,500
577
$16.6K ﹤0.01%
10,617
-122
578
– –
-6,235
579
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-2,685
580
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-4,419
581
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-2,407
582
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583
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-92,980
584
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-3,040
585
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-52,358
586
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-3,283
587
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-8,515
588
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-6,920
589
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-59,621
590
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-622
591
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-1,955
592
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-43,806
593
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-20,206
594
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595
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-131,473
596
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-196,500
597
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-3,470
598
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-5,063
599
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-6,126
600
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-1,631
22 23
24
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