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
751
$318K ﹤0.01%
5,627
-1,163
752
$316K ﹤0.01%
3,408
-228
753
$315K ﹤0.01%
+2,207
754
$313K ﹤0.01%
5,339
755
$312K ﹤0.01%
9,240
-16,050
756
$312K ﹤0.01%
1,039
+34
757
$309K ﹤0.01%
9,239
-1,627
758
$308K ﹤0.01%
+8,568
759
$307K ﹤0.01%
+3,132
760
$307K ﹤0.01%
1,724
+5
761
$305K ﹤0.01%
6,604
-40
762
$305K ﹤0.01%
2,887
-5,242
763
$303K ﹤0.01%
3,044
+344
764
$303K ﹤0.01%
14,164
-11
765
$302K ﹤0.01%
23,521
-12,354
766
$302K ﹤0.01%
1,846
-460
767
$301K ﹤0.01%
1,091
-4
768
$296K ﹤0.01%
4,660
+661
769
$291K ﹤0.01%
+8,020
770
$289K ﹤0.01%
2,453
-325
771
$288K ﹤0.01%
1,598
772
$288K ﹤0.01%
+2,000
773
$288K ﹤0.01%
7,065
-7,065
774
$288K ﹤0.01%
55,000
+25,000
775
$286K ﹤0.01%
4,663
-103
29 30
31
32 33