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
76
$24.4M 0.34%
104,153
+1,249
77
$24.3M 0.33%
191,228
+75,051
78
$23.8M 0.33%
466,653
-10,313
79
$23.5M 0.32%
204,275
+199,325
80
$23.5M 0.32%
45,073
+656
81
$23M 0.32%
231,140
-9,316
82
$23M 0.32%
877,004
-1,809
83
$22.8M 0.31%
384,709
-59,562
84
$22.2M 0.31%
66,488
-1,772
85
$22M 0.3%
320,907
+2,464
86
$22M 0.3%
60,640
+1,658
87
$21.9M 0.3%
186,650
-38,950
88
$21.9M 0.3%
412,353
+11,973
89
$21.8M 0.3%
131,107
-1,978
90
$21.1M 0.29%
99,508
-19,989
91
$21M 0.29%
235,387
+13,293
92
$20.6M 0.28%
101,466
-20,042
93
$20.5M 0.28%
187,458
+3,452
94
$20.5M 0.28%
70,644
-1,478
95
$20.2M 0.28%
104,688
-69,740
96
$20.1M 0.28%
280,935
-32,166
97
$20.1M 0.28%
501,904
-21,504
98
$20M 0.27%
348,428
-18,371
99
$19.7M 0.27%
55,632
-317
100
$19.7M 0.27%
69,268
+1,893
2 3
4
5 6