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
101
$15.8M 0.27%
70,618
+1,654
102
$15.8M 0.27%
80,405
-9,325
103
$15.7M 0.27%
105,496
-848
104
$15.6M 0.27%
58,123
-1,864
105
$15.6M 0.27%
54,766
-3,281
106
$15.5M 0.27%
753,129
+24,133
107
$15.3M 0.26%
119,076
-317
108
$15.3M 0.26%
77,166
-226
109
$15.2M 0.26%
74,414
-2,843
110
$15.2M 0.26%
162,191
+29,029
111
$15.2M 0.26%
30,635
-25,865
112
$15.1M 0.26%
38,070
+255
113
$15.1M 0.26%
26,857
+4
114
$14.8M 0.26%
28,251
+325
115
$14.7M 0.25%
54,316
+500
116
$14.6M 0.25%
48,608
+42,177
117
$14.6M 0.25%
309,607
+3,740
118
$14.3M 0.25%
120,593
-1,698
119
$14.2M 0.25%
107,090
+4,620
120
$14.2M 0.25%
617,020
+17,576
121
$14.1M 0.24%
81,622
-2,283
122
$14M 0.24%
10,484
+538
123
$13.9M 0.24%
133,592
+838
124
$13.9M 0.24%
32,399
-256
125
$13.9M 0.24%
63,351
-1,867
3 4
5
6 7