CWM
Congress Wealth Management Portfolio holdings
AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B (+15%)
Cap. Flow
+$1.33B
Cap. Flow % of AUM
15.95%
Top 10 Holdings %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
| 1 | Technology | 16.49% |
| 2 | Healthcare | 7.24% |
| 3 | Financials | 7.15% |
| 4 | Industrials | 5.5% |
| 5 | Consumer Discretionary | 4.75% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $536K | 0.01% | 24,448 -25,250 | -51% | -$554K | |||
| $536K | 0.01% | 3,986 +1 | +0% | +$134 | |||
| $534K | 0.01% | 1,858 | New | +$534K | |||
| $533K | 0.01% | 4,279 +70 | +2% | +$8.72K | |||
| $526K | 0.01% | 1,668 +249 | +18% | +$78.5K | |||
| $525K | 0.01% | 5,510 +916 | +20% | +$87.3K | |||
| $521K | 0.01% | 17,612 -16,068 | -48% | -$475K | |||
| $516K | 0.01% | 12,417 | New | +$516K | |||
| $515K | 0.01% | 39,025 | New | +$515K | |||
| $505K | 0.01% | 4,422 -227 | -5% | -$25.9K | |||
| $505K | 0.01% | 12,915 +2,031 | +19% | +$79.4K | |||
| $504K | 0.01% | 26,166 +454 | +2% | +$8.75K | |||
| $502K | 0.01% | 6,001 | New | +$502K | |||
| $501K | 0.01% | 14,785 +5,568 | +60% | +$189K | |||
| $500K | 0.01% | 19,244 | New | +$500K | |||
| $499K | 0.01% | 1,874 +801 | +75% | +$213K | |||
| $499K | 0.01% | 34,814 +11,293 | +48% | +$162K | |||
| $492K | 0.01% | 22,324 +2 | +0% | +$44 | |||
| $490K | 0.01% | 3,261 +1 | +0% | +$150 | |||
| $490K | 0.01% | 25,401 | New | +$490K | |||
| $489K | 0.01% | 249 | New | +$489K | |||
| $488K | 0.01% | 959 -155 | -14% | -$78.9K | |||
| $487K | 0.01% | 186,063 | New | +$487K | |||
| $486K | 0.01% | 17,961 | New | +$486K | |||
| $486K | 0.01% | 8,428 | New | +$486K |
