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
651
$479K 0.01%
2,952
+626
652
$472K 0.01%
20,356
+3,690
653
$471K 0.01%
15,406
+7,445
654
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48,776
-101,141
655
$462K 0.01%
778
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656
$461K 0.01%
4,832
-4,720
657
$457K 0.01%
2,434
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658
$456K 0.01%
6,022
-106,464
659
$455K 0.01%
10,884
-2,802
660
$455K 0.01%
3,388
+1,650
661
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5,608
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662
$447K 0.01%
45,770
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663
$444K 0.01%
1,073
-116
664
$444K 0.01%
992
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665
$440K 0.01%
5,433
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666
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4,594
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667
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668
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9,630
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669
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+7,218
670
$437K 0.01%
+4,978
671
$436K 0.01%
15,350
-6,850
672
$436K 0.01%
6,670
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673
$436K 0.01%
6,115
-9,865
674
$432K 0.01%
7,980
-527
675
$429K 0.01%
6,278
+1,436
25 26
27
28 29