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
$5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$113M
3
+$95.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$94.1M
5
AAPL icon
Apple
AAPL
+$92.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 8.21%
3 Industrials 6.48%
4 Consumer Discretionary 4.79%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.5M 0.35%
+30,785
77
$17.4M 0.35%
+788,919
78
$16.7M 0.33%
+375,012
79
$16.2M 0.32%
+24,332
80
$16.2M 0.32%
+78,491
81
$15.9M 0.32%
+169,913
82
$15.7M 0.31%
+302,640
83
$15.6M 0.31%
+531,080
84
$15.6M 0.31%
+410,744
85
$15.4M 0.31%
+23,877
86
$15.1M 0.3%
+62,098
87
$15M 0.3%
+57,622
88
$14.8M 0.29%
+265,230
89
$14.7M 0.29%
+39,996
90
$14.6M 0.29%
+33,172
91
$14.6M 0.29%
+41,453
92
$14.2M 0.28%
+42,317
93
$13.9M 0.28%
+83,281
94
$13.8M 0.27%
+106,145
95
$13.8M 0.27%
+47,334
96
$13.7M 0.27%
+133,207
97
$13.5M 0.27%
+192,675
98
$13.5M 0.27%
+134,370
99
$13.4M 0.27%
+211,473
100
$13.3M 0.26%
+77,800
2 3
4
5 6