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
726
$354K ﹤0.01%
9,217
-152
727
$353K ﹤0.01%
+12,836
728
$351K ﹤0.01%
3,888
-60
729
$349K ﹤0.01%
+28,000
730
$347K ﹤0.01%
9,310
+55
731
$345K ﹤0.01%
2,200
732
$345K ﹤0.01%
3,134
+801
733
$344K ﹤0.01%
4,820
-5,175
734
$344K ﹤0.01%
5,003
-302
735
$342K ﹤0.01%
3,090
+18
736
$341K ﹤0.01%
1,621
+498
737
$340K ﹤0.01%
+23,679
738
$339K ﹤0.01%
+3,749
739
$338K ﹤0.01%
+10,000
740
$337K ﹤0.01%
+2,495
741
$335K ﹤0.01%
5,412
+451
742
$334K ﹤0.01%
+1,776
743
$328K ﹤0.01%
3,097
-570
744
$326K ﹤0.01%
5,682
+2,727
745
$325K ﹤0.01%
+7,667
746
$325K ﹤0.01%
11,207
+1,188
747
$324K ﹤0.01%
2,890
+560
748
$322K ﹤0.01%
+3,941
749
$321K ﹤0.01%
31,523
+2,598
750
$319K ﹤0.01%
2,416
+241
28 29
30
31 32