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 | |
|---|---|---|---|---|---|---|---|
| $817K | 0.01% | 9,890 -1,016 | -9% | -$83.9K | |||
| $805K | 0.01% | 35,826 | New | +$805K | |||
| $802K | 0.01% | 10,184 | New | +$802K | |||
| $798K | 0.01% | 16,472 +520 | +3% | +$25.2K | |||
| $797K | 0.01% | 11,420 | New | +$797K | |||
| $796K | 0.01% | 4,469 +2,035 | +84% | +$362K | |||
| $792K | 0.01% | 52,734 -1,176 | -2% | -$17.7K | |||
| $790K | 0.01% | 9,750 +6,158 | +171% | +$499K | |||
| $787K | 0.01% | 17,220 +10,572 | +159% | +$483K | |||
| $787K | 0.01% | 6,106 +1,835 | +43% | +$237K | |||
| $786K | 0.01% | 19,799 | New | +$786K | |||
| $781K | 0.01% | 3,944 +479 | +14% | +$94.9K | |||
| $780K | 0.01% | 7,933 +5,043 | +175% | +$496K | |||
| $779K | 0.01% | 23,350 | New | +$779K | |||
| $777K | 0.01% | 18,610 | New | +$777K | |||
| $775K | 0.01% | 775,449 | New | +$775K | |||
| $775K | 0.01% | 81,590 | New | +$775K | |||
| $772K | 0.01% | 9,654 +4,221 | +78% | +$338K | |||
| $769K | 0.01% | 6,380 | New | +$769K | |||
| $764K | 0.01% | 12,271 +3,361 | +38% | +$209K | |||
| $764K | 0.01% | 2,070 | New | +$764K | |||
| $761K | 0.01% | 4,525 +1,470 | +48% | +$247K | |||
| $758K | 0.01% | 3,059 +26 | +0.9% | +$6.45K | |||
| $749K | 0.01% | 7,678 +708 | +10% | +$69K | |||
| $745K | 0.01% | 16,829 +9,162 | +120% | +$406K |
