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 | |
|---|---|---|---|---|---|---|---|
| $744K | 0.01% | 38,216 | New | +$744K | |||
| $741K | 0.01% | 40,047 | New | +$741K | |||
| $740K | 0.01% | 26,641 | New | +$740K | |||
| $738K | 0.01% | 5,891 -192 | -3% | -$24K | |||
| $737K | 0.01% | 620 +443 | +250% | +$527K | |||
| $736K | 0.01% | 11,025 -104 | -0.9% | -$6.94K | |||
| $735K | 0.01% | 6,067 | New | +$735K | |||
| $735K | 0.01% | 26,568 +5,271 | +25% | +$146K | |||
| $733K | 0.01% | 11,172 +207 | +2% | +$13.6K | |||
| $728K | 0.01% | 39,067 | New | +$728K | |||
| $727K | 0.01% | 21,522 +6,892 | +47% | +$233K | |||
| $727K | 0.01% | 2,829 +644 | +29% | +$165K | |||
| $725K | 0.01% | 35,066 | New | +$725K | |||
| $724K | 0.01% | 10,805 | New | +$724K | |||
| $720K | 0.01% | 11,926 +3,186 | +36% | +$192K | |||
| $720K | 0.01% | 5,528 +106 | +2% | +$13.8K | |||
| $706K | 0.01% | 4,249 +1,887 | +80% | +$314K | |||
| $700K | 0.01% | 10,219 +149 | +1% | +$10.2K | |||
| $699K | 0.01% | 14,068 | New | +$699K | |||
| $699K | 0.01% | 14,791 +224 | +2% | +$10.6K | |||
| $698K | 0.01% | 5,049 +515 | +11% | +$71.2K | |||
| $695K | 0.01% | 7,562 | New | +$695K | |||
| $694K | 0.01% | 3,372 | New | +$694K | |||
| $692K | 0.01% | 21,633 +1,068 | +5% | +$34.1K | |||
| $686K | 0.01% | 6,324 -3,654 | -37% | -$396K |
