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
826
$226K ﹤0.01%
+6,147
827
$224K ﹤0.01%
5,261
-5,261
828
$223K ﹤0.01%
1,652
+139
829
$222K ﹤0.01%
+4,011
830
$222K ﹤0.01%
+5,640
831
$222K ﹤0.01%
3,000
-225
832
$221K ﹤0.01%
3,164
+357
833
$221K ﹤0.01%
+1,227
834
$221K ﹤0.01%
+2,980
835
$220K ﹤0.01%
+2,190
836
$219K ﹤0.01%
+15,600
837
$219K ﹤0.01%
12,844
+1,065
838
$219K ﹤0.01%
3,785
+178
839
$218K ﹤0.01%
177
-14
840
$218K ﹤0.01%
31,130
-3,870
841
$216K ﹤0.01%
2,798
-249
842
$216K ﹤0.01%
+754
843
$215K ﹤0.01%
1,619
-403
844
$215K ﹤0.01%
2,060
-4,665
845
$215K ﹤0.01%
+21,474
846
$215K ﹤0.01%
+2,445
847
$212K ﹤0.01%
6,262
-3,650
848
$212K ﹤0.01%
+5,845
849
$211K ﹤0.01%
777
-10
850
$211K ﹤0.01%
616
-2
32 33
34
35 36