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 | |
|---|---|---|---|---|---|---|---|
| $315K | 0% | 2,154 -427 | -17% | -$62.5K | |||
| $315K | 0% | 2,059 | New | +$315K | |||
| $314K | 0% | 2,540 +132 | +5% | +$16.3K | |||
| $312K | 0% | 4,122 | New | +$312K | |||
| $311K | 0% | 3,000 -44 | -1% | -$4.57K | |||
| $310K | 0% | 7,377 | New | +$310K | |||
| $310K | 0% | 3,163 -1,529 | -33% | -$150K | |||
| $307K | 0% | 1,504 -63,359 | -98% | -$12.9M | |||
| $306K | 0% | 10,055 | New | +$306K | |||
| $305K | 0% | 9,324 | New | +$305K | |||
| $305K | 0% | 3,585 | New | +$305K | |||
| $304K | 0% | 13,896 -268 | -2% | -$5.86K | |||
| $304K | 0% | 5,368 +29 | +0.5% | +$1.64K | |||
| $303K | 0% | 66,778 -38,255 | -36% | -$173K | |||
| $299K | 0% | 7,050 +380 | +6% | +$16.1K | |||
| $296K | 0% | 2,926 | New | +$296K | |||
| $295K | 0% | 11,155 | New | +$295K | |||
| $293K | 0% | 8,419 -404,329 | -98% | -$14.1M | |||
| $292K | 0% | 7,168 +261 | +4% | +$10.6K | |||
| $289K | 0% | 3,273 | New | +$289K | |||
| $287K | 0% | 9,731 -13 | -0.1% | -$383 | |||
| $286K | 0% | 1,653 | New | +$286K | |||
| $285K | 0% | 5,835 -4,524 | -44% | -$221K | |||
| $285K | 0% | 11,836 +1,235 | +12% | +$29.7K | |||
| $282K | 0% | 5,441 | New | +$282K |
