CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
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

1Technology16.49%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.15M0.01%14,092 New
+$1.15M
$1.15M0.01%3,743
-893
-19%
-$274K
$1.15M0.01%23,533 New
+$1.15M
$1.14M0.01%9,479
+100
+1%
+$12K
$1.13M0.01%19,618 New
+$1.13M
$1.13M0.01%8,526
+2,201
+35%
+$292K
$1.13M0.01%26,785
+11,960
+81%
+$503K
$1.13M0.01%28,000 New
+$1.13M
$1.12M0.01%3,539
-233
-6%
-$73.8K
$1.12M0.01%5,071 New
+$1.12M
$1.11M0.01%8,091
+194
+2%
+$26.7K
$1.1M0.01%17,641
-6,758
-28%
-$423K
$1.1M0.01%56,319 New
+$1.1M
$1.1M0.01%13,398 New
+$1.1M
$1.1M0.01%6,090 New
+$1.1M
$1.1M0.01%72,113 New
+$1.1M
$1.09M0.01%11,926 New
+$1.09M
$1.08M0.01%9,058
-298
-3%
-$35.6K
$1.08M0.01%2,475
-150
-6%
-$65.2K
$1.06M0.01%38,462 New
+$1.06M
$1.06M0.01%3,962
-100
-2%
-$26.7K
$1.06M0.01%5,542 New
+$1.06M
$1.05M0.01%12,449
+288
+2%
+$24.4K
$1.04M0.01%17,796
+6,392
+56%
+$375K
$1.04M0.01%51,355 New
+$1.04M
1 232425262746