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
776
$284K ﹤0.01%
6,907
-12,382
777
$282K ﹤0.01%
11,327
-37,359
778
$281K ﹤0.01%
3,592
+932
779
$280K ﹤0.01%
1,220
-3,212
780
$278K ﹤0.01%
+2,620
781
$277K ﹤0.01%
11,610
-25,210
782
$276K ﹤0.01%
3,064
-765
783
$276K ﹤0.01%
9,744
-19
784
$274K ﹤0.01%
8,678
+12
785
$273K ﹤0.01%
2,502
-450
786
$273K ﹤0.01%
6,081
-248
787
$273K ﹤0.01%
2,288
-52,253
788
$271K ﹤0.01%
7,373
+4
789
$270K ﹤0.01%
1,073
+16
790
$268K ﹤0.01%
60,315
-73,159
791
$266K ﹤0.01%
5,169
+414
792
$265K ﹤0.01%
+2,138
793
$265K ﹤0.01%
4,096
-4,685
794
$264K ﹤0.01%
5,278
+2,070
795
$263K ﹤0.01%
+2,408
796
$263K ﹤0.01%
+26,148
797
$260K ﹤0.01%
2,646
-441
798
$257K ﹤0.01%
+12,989
799
$255K ﹤0.01%
+2,120
800
$255K ﹤0.01%
56,470
-9,376
30 31
32
33 34