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
51
$31.9M 0.44%
651,787
+11,002
52
$31.9M 0.44%
141,131
+67,147
53
$31.6M 0.43%
1,362,304
+4,618
54
$30.5M 0.42%
53,199
-14,329
55
$30.4M 0.42%
75,811
+15,843
56
$30.1M 0.41%
228,295
-8,361
57
$29.9M 0.41%
270,552
+700
58
$29.5M 0.41%
127,414
+6,305
59
$29.1M 0.4%
45,806
+18,503
60
$29.1M 0.4%
27,420
+417
61
$29M 0.4%
369,170
+429
62
$28.9M 0.4%
1,106,336
+10,645
63
$28.9M 0.4%
63,846
-21,681
64
$28.8M 0.4%
262,157
+151,868
65
$28.7M 0.39%
608,710
-351,876
66
$28.1M 0.39%
1,206,154
+1,908
67
$27.3M 0.38%
147,771
+16,946
68
$26.5M 0.36%
551,338
+48,980
69
$26M 0.36%
134,754
-53,098
70
$25.7M 0.35%
382,819
-1,966
71
$25.6M 0.35%
315,155
+535
72
$25.4M 0.35%
137,973
-5,581
73
$25M 0.34%
+296,622
74
$24.8M 0.34%
42,096
+21,644
75
$24.6M 0.34%
228,641
-107,969
1 2
3
4 5