CWM

Congress Wealth Management Portfolio holdings

AUM $8.34B
AUM
$8.34B
AUM Growth
+$1.07B
Cap. Flow
+$1.33B
Cap. Flow %
15.95%
Top 10 Hldgs %
18.15%
Holding
1,137
New
266
Increased
550
Reduced
233
Closed
73

Sector Composition

1Technology16.29%
2Healthcare7.24%
3Financials7.15%
4Industrials5.5%
5Consumer Discretionary4.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-8,383
Closed
$00%0
-1,450
Closed
$00%0
-15,000
Closed
$00%0
-7,284
Closed
$00%0
-10,060
Closed
$00%0
-5,022
Closed
$00%0
-1,652
Closed
$00%0
-1,390
Closed
$00%0
-75,054
Closed
$00%0
-23,679
Closed
$00%0
-138,508
Closed
$00%0
-7,980
Closed