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
$5.79B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.2M
3
+$34.1M
4
DV icon
DoubleVerify
DV
+$15.7M
5
TJX icon
TJX Companies
TJX
+$15.2M

Top Sells

1
+$34.9M
2
+$34.4M
3
+$22.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$21.8M
5
AAPL icon
Apple
AAPL
+$18.7M

Sector Composition

1 Technology 13.15%
2 Financials 8.86%
3 Industrials 7.75%
4 Healthcare 7.18%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26M 0.45%
140,389
-1,564
52
$25.1M 0.43%
71,644
+696
53
$24.3M 0.42%
132,393
-120,733
54
$23.8M 0.41%
150,686
+12,831
55
$23.7M 0.41%
45,368
+4,001
56
$23.7M 0.41%
110,181
+2,423
57
$23.7M 0.41%
905,276
+2,659
58
$23.6M 0.41%
483,664
+58,995
59
$23.4M 0.4%
168,657
+952
60
$23.1M 0.4%
398,403
-13,438
61
$22.2M 0.38%
137,098
+798
62
$21.7M 0.38%
130,193
-7,152
63
$21.6M 0.37%
153,638
+881
64
$21.1M 0.37%
43,986
+35
65
$21.1M 0.36%
284,530
+682
66
$20.9M 0.36%
114,820
-10,187
67
$20.7M 0.36%
30,542
-387
68
$20.1M 0.35%
35,110
-222
69
$19.9M 0.34%
971,142
+138,571
70
$19.9M 0.34%
126,744
-13,524
71
$19.8M 0.34%
25,989
+754
72
$19.8M 0.34%
150,022
-2,981
73
$19.7M 0.34%
612,575
-44,273
74
$19.6M 0.34%
126,599
+564
75
$19.3M 0.33%
255,741
+17,416
1 2
3
4 5