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
$5.79B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.2M
3
+$34.1M
4
DV icon
DoubleVerify
DV
+$15.7M
5
TJX icon
TJX Companies
TJX
+$15.2M

Top Sells

1
+$34.9M
2
+$34.4M
3
+$22.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$21.8M
5
AAPL icon
Apple
AAPL
+$18.7M

Sector Composition

1 Technology 13.15%
2 Financials 8.86%
3 Industrials 7.75%
4 Healthcare 7.18%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.2M 0.33%
32,890
-7,884
77
$19.2M 0.33%
366,645
+6,695
78
$18.6M 0.32%
166,189
+114
79
$18.6M 0.32%
36,847
+1,020
80
$18.6M 0.32%
255,920
-32,964
81
$18.5M 0.32%
311,620
+5,073
82
$18.1M 0.31%
429,002
-10,547
83
$18M 0.31%
27,636
+252
84
$17.6M 0.3%
130,548
-99
85
$17.4M 0.3%
103,010
-495
86
$17.4M 0.3%
43,075
+479
87
$17.3M 0.3%
37,302
-328
88
$17.2M 0.3%
48,161
-715
89
$17.2M 0.3%
69,562
+2,754
90
$17.2M 0.3%
228,915
-1,845
91
$17.2M 0.3%
49,543
+931
92
$17M 0.29%
133,875
-2,508
93
$17M 0.29%
381,836
+23,511
94
$16.9M 0.29%
46,033
-1,395
95
$16.9M 0.29%
53,081
-3,881
96
$16.7M 0.29%
102,241
-24
97
$16.6M 0.29%
41,494
+217
98
$16.1M 0.28%
457,779
+446,544
99
$15.9M 0.28%
56,553
+1,586
100
$15.9M 0.28%
156,965
+4,769
2 3
4
5 6