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
101
$13.2M 0.26%
+44,412
102
$13.2M 0.26%
+171,719
103
$13.2M 0.26%
+128,681
104
$13M 0.26%
+96,181
105
$12.9M 0.26%
+96,736
106
$12.8M 0.25%
+122,112
107
$12.7M 0.25%
+90,271
108
$12.6M 0.25%
+69,002
109
$12.5M 0.25%
+80,537
110
$12.5M 0.25%
+26,454
111
$12.3M 0.25%
+70,137
112
$12.3M 0.24%
+49,684
113
$12.2M 0.24%
+53,677
114
$12.2M 0.24%
+51,652
115
$12.2M 0.24%
+75,439
116
$12.1M 0.24%
+57,661
117
$12.1M 0.24%
+61,571
118
$12.1M 0.24%
+83,520
119
$11.9M 0.24%
+65,776
120
$11.8M 0.23%
+29,415
121
$11.7M 0.23%
+54,487
122
$11.6M 0.23%
+26,501
123
$11.5M 0.23%
+173,180
124
$11.5M 0.23%
+29,417
125
$11.5M 0.23%
+159,510
3 4
5
6 7