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
801
$254K ﹤0.01%
4,484
-2,545
802
$251K ﹤0.01%
10,601
-3,053
803
$251K ﹤0.01%
2,249
+125
804
$250K ﹤0.01%
+6,648
805
$249K ﹤0.01%
+2,927
806
$247K ﹤0.01%
1,390
-98
807
$247K ﹤0.01%
2,579
-42
808
$247K ﹤0.01%
4,629
+647
809
$244K ﹤0.01%
14,990
810
$243K ﹤0.01%
19,108
811
$242K ﹤0.01%
+7,284
812
$242K ﹤0.01%
1,307
-2,345
813
$241K ﹤0.01%
8,817
-143
814
$240K ﹤0.01%
1,450
-275
815
$239K ﹤0.01%
884
-78
816
$238K ﹤0.01%
+8,771
817
$237K ﹤0.01%
7,393
+499
818
$237K ﹤0.01%
5,350
-5,350
819
$236K ﹤0.01%
+2,545
820
$235K ﹤0.01%
4,673
+83
821
$233K ﹤0.01%
+20,000
822
$232K ﹤0.01%
1,284
-202
823
$232K ﹤0.01%
+5,022
824
$232K ﹤0.01%
1,840
+140
825
$226K ﹤0.01%
+916
31 32
33
34 35