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
126
$11.4M 0.23%
+389,736
127
$11.4M 0.23%
+99,594
128
$11.2M 0.22%
+268,913
129
$11.1M 0.22%
+95,079
130
$11.1M 0.22%
+131,415
131
$11M 0.22%
+279,316
132
$11M 0.22%
+162,955
133
$11M 0.22%
+22,383
134
$10.9M 0.22%
+58,064
135
$10.9M 0.22%
+59,855
136
$10.9M 0.22%
+92,729
137
$10.8M 0.22%
+61,024
138
$10.8M 0.22%
+107,184
139
$10.8M 0.22%
+111,815
140
$10.8M 0.21%
+62,199
141
$10.7M 0.21%
+69,293
142
$10.5M 0.21%
+50,342
143
$10.3M 0.21%
+120,749
144
$10.2M 0.2%
+280,667
145
$10.1M 0.2%
+66,038
146
$10.1M 0.2%
+393,516
147
$10M 0.2%
+48,156
148
$10M 0.2%
+27,077
149
$9.93M 0.2%
+22,751
150
$9.91M 0.2%
+200,418
4 5
6
7 8