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
676
$429K 0.01%
1,242
-144
677
$425K 0.01%
+8,385
678
$424K 0.01%
+7,525
679
$422K 0.01%
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680
$422K 0.01%
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+1,501
681
$421K 0.01%
1,879
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682
$419K 0.01%
2,078
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$417K 0.01%
12,770
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684
$416K 0.01%
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685
$414K 0.01%
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686
$412K 0.01%
867
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687
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688
$407K 0.01%
2,352
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$407K 0.01%
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$396K 0.01%
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4,520
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696
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4,900
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697
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7,744
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698
$392K 0.01%
+3,513
699
$390K 0.01%
17,930
700
$390K 0.01%
13,673
-30,982
26 27
28
29 30