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 | |
|---|---|---|---|---|---|---|---|
| $916K | 0.01% | 35,877 +83 | +0.2% | +$2.12K | |||
| $910K | 0.01% | 12,432 -1,201 | -9% | -$88K | |||
| $906K | 0.01% | 5,310 +1,648 | +45% | +$281K | |||
| $905K | 0.01% | 12,078 +57 | +0.5% | +$4.27K | |||
| $904K | 0.01% | 19,587 +5,190 | +36% | +$240K | |||
| $902K | 0.01% | 23,633 | New | +$902K | |||
| $902K | 0.01% | 23,473 +1,579 | +7% | +$60.6K | |||
| $901K | 0.01% | 236 +39 | +20% | +$149K | |||
| $895K | 0.01% | 13,095 +1,438 | +12% | +$98.3K | |||
| $892K | 0.01% | 9,523 +3,593 | +61% | +$337K | |||
| $891K | 0.01% | 15,444 | New | +$891K | |||
| $889K | 0.01% | 13,843 +1,995 | +17% | +$128K | |||
| $880K | 0.01% | 26,524 -40 | -0.2% | -$1.33K | |||
| $880K | 0.01% | 16,764 +446 | +3% | +$23.4K | |||
| $878K | 0.01% | 10,639 | New | +$878K | |||
| $876K | 0.01% | 53,421 -143,079 | -73% | -$2.35M | |||
| $874K | 0.01% | 41,635 | New | +$874K | |||
| $864K | 0.01% | 27,968 | New | +$864K | |||
| $862K | 0.01% | 8,235 +5,740 | +230% | +$601K | |||
| $860K | 0.01% | 7,876 | New | +$860K | |||
| $838K | 0.01% | 9,585 +101 | +1% | +$8.83K | |||
| $835K | 0.01% | 32,710 +17,424 | +114% | +$445K | |||
| $831K | 0.01% | 20,432 | New | +$831K | |||
| $830K | 0.01% | 22,148 -22 | -0.1% | -$824 | |||
| $823K | 0.01% | 3,523 +1,623 | +85% | +$379K |
