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
$7.28B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$39.5M
3
+$25M
4
DELL icon
Dell
DELL
+$23M
5
AAPL icon
Apple
AAPL
+$17.9M

Top Sells

1
+$47.3M
2
+$44.7M
3
+$16.7M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$16.6M
5
UNH icon
UnitedHealth
UNH
+$15.3M

Sector Composition

1 Technology 15.4%
2 Industrials 6.87%
3 Healthcare 6.59%
4 Financials 6.52%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$536K 0.01%
6,325
+141
627
$535K 0.01%
10,663
628
$534K 0.01%
+4,271
629
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630
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631
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11,339
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632
$524K 0.01%
7,452
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633
$523K 0.01%
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634
$518K 0.01%
1,876
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635
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636
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61,458
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637
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3,985
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638
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25,835
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639
$496K 0.01%
105,033
-6,468
640
$496K 0.01%
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641
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643
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1,900
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645
$489K 0.01%
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646
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647
$486K 0.01%
1,295
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648
$486K 0.01%
16,665
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649
$485K 0.01%
10,497
-2,072
650
$481K 0.01%
22,322
+3,691
24 25
26
27 28