CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
Top 10 Hldgs %
18.15%
Holding
1,137
New
266
Increased
550
Reduced
233
Closed
73

Top Buys

1
$215M
2
$57.2M
3
$43M
4
$34.8M
5
$34.1M

Top Sells

1
$47.5M
2
$26.4M
3
$25.3M
4
$22.1M
5
$20M

Sector Composition

1Technology16.49%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$566K0.01%21,095 New
+$566K
$564K0.01%8,943 New
+$564K
$564K0.01%5,997
-184
-3%
-$17.3K
$564K0.01%8,913
-299
-3%
-$18.9K
$563K0.01%13,931 New
+$563K
$563K0.01%469 New
+$563K
$560K0.01%10,995 New
+$560K
$560K0.01%14,557
-12,865
-47%
-$495K
$558K0.01%10,310
-1,915
-16%
-$104K
$553K0.01%14,378
+3,986
+38%
+$153K
$553K0.01%8,547 New
+$553K
$552K0.01%2,306 New
+$552K
$552K0.01%9,373 New
+$552K
$548K0.01%4,687
+2,251
+92%
+$263K
$548K0.01%8,620
+3,617
+72%
+$230K
$547K0.01%6,526 New
+$547K
$547K0.01%15,135
+5,895
+64%
+$213K
$545K0.01%2,238
+238
+12%
+$58K
$545K0.01%11,763
+1,266
+12%
+$58.6K
$542K0.01%22,621
+9,777
+76%
+$234K
$541K0.01%10,682 New
+$541K
$540K0.01%8,493
+2,215
+35%
+$141K
$539K0.01%10,530
-56
-0.5%
-$2.87K
$539K0.01%10,042 New
+$539K
$539K0.01%20,553 New
+$539K
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