CWM
Congress Wealth Management Portfolio holdings
AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B (+15%)
Cap. Flow
+$1.33B
Cap. Flow % of AUM
15.95%
Top 10 Holdings %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
| 1 | Technology | 16.49% |
| 2 | Healthcare | 7.24% |
| 3 | Financials | 7.15% |
| 4 | Industrials | 5.5% |
| 5 | Consumer Discretionary | 4.75% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.04M | 0.01% | 3,866 -1,424 | -27% | -$382K | |||
| $1.03M | 0.01% | 15,357 +1,512 | +11% | +$102K | |||
| $1.03M | 0.01% | 8,058 +5,642 | +234% | +$723K | |||
| $1.03M | 0.01% | 19,347 | New | +$1.03M | |||
| $1.03M | 0.01% | 75,191 +144 | +0.2% | +$1.96K | |||
| $1.02M | 0.01% | 221 +26 | +13% | +$120K | |||
| $1.01M | 0.01% | 9,195 +1,493 | +19% | +$165K | |||
| $1.01M | 0.01% | 1,720 +121 | +8% | +$71.4K | |||
| $1.01M | 0.01% | 10,558 | New | +$1.01M | |||
| $1.01M | 0.01% | 21,997 +15,393 | +233% | +$705K | |||
| $996K | 0.01% | 14,995 -3,178 | -17% | -$211K | |||
| $993K | 0.01% | 18,244 -97 | -0.5% | -$5.28K | |||
| $991K | 0.01% | 8,831 +5,589 | +172% | +$627K | |||
| $989K | 0.01% | 17,103 +3,353 | +24% | +$194K | |||
| $977K | 0.01% | 4,469 -1,967 | -31% | -$430K | |||
| $961K | 0.01% | 8,285 -1,235 | -13% | -$143K | |||
| $960K | 0.01% | 35,995 +18,136 | +102% | +$484K | |||
| $953K | 0.01% | 38,405 +13,057 | +52% | +$324K | |||
| $952K | 0.01% | 509 | New | +$952K | |||
| $943K | 0.01% | 46,385 | New | +$943K | |||
| $941K | 0.01% | 92,828 | New | +$941K | |||
| $931K | 0.01% | 74,116 +62,440 | +535% | +$784K | |||
| $930K | 0.01% | 38,213 -3,673 | -9% | -$89.4K | |||
| $920K | 0.01% | 1,428 | New | +$920K | |||
| $918K | 0.01% | 19,936 | New | +$918K |
