CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$39.2M
2
+$35.2M
3
+$32M
4
DV icon
DoubleVerify
DV
+$16.6M
5
TJX icon
TJX Companies
TJX
+$14.5M

Top Sells

1
+$34.7M
2
+$31.3M
3
+$21.5M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$19.8M
5
AAPL icon
Apple
AAPL
+$19.8M

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
626
– –
-5,063
627
– –
-6,126
628
– –
-1,631
629
– –
-16,977
630
– –
-147,927
631
– –
-3,863
632
– –
-10,815
633
– –
-1,635
634
– –
-2,132
635
– –
-6,393
636
– –
-7,278
637
– –
-1,540
638
– –
-24,160
639
– –
-7,518
640
– –
-4,752
641
– –
-9,383
642
– –
-2,657
643
– –
-2,264
644
– –
-17,266
645
– –
-31,379
646
– –
-27,920
647
– –
-5,444
648
– –
-7,024
649
– –
-7,741
22 23 24 25
26