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
701
$388K 0.01%
2,887
+1,060
702
$387K 0.01%
+4,584
703
$386K 0.01%
14,863
-233
704
$386K 0.01%
+10,000
705
$386K 0.01%
+23,205
706
$386K 0.01%
+6,256
707
$386K 0.01%
28,594
-50,315
708
$386K 0.01%
6,680
-11,130
709
$384K 0.01%
3,242
+1,075
710
$384K 0.01%
7,212
+2,566
711
$380K 0.01%
5,310
-1,495
712
$379K 0.01%
3,453
+522
713
$378K 0.01%
+7,840
714
$376K 0.01%
+15,967
715
$373K 0.01%
+3,449
716
$372K 0.01%
13,695
-3,866
717
$367K 0.01%
+5,933
718
$366K 0.01%
9,364
-4,783
719
$365K 0.01%
2,463
-314
720
$364K 0.01%
15,286
+3,028
721
$363K 0.01%
9,710
+3,280
722
$360K 0.01%
+2,436
723
$360K ﹤0.01%
+2,581
724
$357K ﹤0.01%
+8,218
725
$356K ﹤0.01%
+15,000
27 28
29
30 31