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
126
$13.9M 0.24%
202,290
-6,509
127
$13.8M 0.24%
275,862
-3,689
128
$13.7M 0.24%
64,642
+880
129
$13.6M 0.24%
336,839
+1,608
130
$13.5M 0.23%
105,978
+215
131
$13.4M 0.23%
50,935
+1,736
132
$13.1M 0.23%
366,199
+5,918
133
$13.1M 0.23%
118,490
+20,392
134
$13.1M 0.23%
172,906
+28,152
135
$13.1M 0.23%
104,021
+2,640
136
$12.9M 0.22%
82,651
+695
137
$12.8M 0.22%
142,134
+42
138
$12.7M 0.22%
87,249
-250
139
$12.6M 0.22%
63,403
+6,626
140
$12.5M 0.22%
27,608
+434
141
$12.5M 0.22%
+22,562
142
$12.5M 0.22%
250,143
+5,972
143
$12.5M 0.22%
62,702
+11,517
144
$12M 0.21%
75,870
-211
145
$12M 0.21%
137,039
+6,744
146
$11.9M 0.2%
47,406
+1,889
147
$11.7M 0.2%
134,103
+11,086
148
$11.7M 0.2%
29,710
+971
149
$11.6M 0.2%
28,752
-3,663
150
$11.6M 0.2%
48,318
+162
4 5
6
7 8