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
$5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$113M
3
+$95.7M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$94.1M
5
AAPL icon
Apple
AAPL
+$92.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 8.21%
3 Industrials 6.48%
4 Consumer Discretionary 4.79%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.5M 0.49%
+59,056
52
$23.9M 0.48%
+172,569
53
$23.4M 0.47%
+140,540
54
$23.2M 0.46%
+163,332
55
$23.2M 0.46%
+415,138
56
$23.2M 0.46%
+65,913
57
$23M 0.46%
+106,354
58
$23M 0.46%
+97,381
59
$22.3M 0.44%
+39,424
60
$21.5M 0.43%
+80,521
61
$21.5M 0.43%
+131,626
62
$20.6M 0.41%
+90,307
63
$20.1M 0.4%
+33,711
64
$20M 0.4%
+96,617
65
$19.5M 0.39%
+41,027
66
$18.9M 0.38%
+50,234
67
$18.6M 0.37%
+85,159
68
$18.6M 0.37%
+37,669
69
$18.4M 0.37%
+167,204
70
$18.2M 0.36%
+215,248
71
$17.8M 0.35%
+129,384
72
$17.6M 0.35%
+37,431
73
$17.5M 0.35%
+10,310
74
$17.5M 0.35%
+160,145
75
$17.5M 0.35%
+115,910
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3
4 5