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
601
– –
-16,977
602
– –
-147,927
603
– –
-3,863
604
– –
-10,815
605
– –
-1,635
606
– –
-3,412
607
– –
-945
608
– –
-19,048
609
– –
-15,752
610
– –
-2,132
611
– –
-6,393
612
– –
-7,278
613
– –
-1,540
614
– –
-2,346
615
– –
-24,160
616
– –
-7,518
617
– –
-4,752
618
– –
-9,383
619
– –
-2,657
620
– –
-19,273
621
– –
-9,435
622
– –
-12,000
623
– –
-28,425
624
– –
-2,264
625
– –
-17,266
22 23 24
25
26