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
151
$9.87M 0.2%
+344,058
152
$9.79M 0.19%
+43,501
153
$9.77M 0.19%
+109,939
154
$9.69M 0.19%
+134,292
155
$9.61M 0.19%
+209,384
156
$9.5M 0.19%
+32,423
157
$9.47M 0.19%
+28,491
158
$9.42M 0.19%
+39,009
159
$9.31M 0.19%
+79,519
160
$9.23M 0.18%
+108,843
161
$9.1M 0.18%
+82,696
162
$9.1M 0.18%
+148,430
163
$8.92M 0.18%
+180,957
164
$8.9M 0.18%
+49,646
165
$8.82M 0.18%
+78,694
166
$8.8M 0.18%
+328,404
167
$8.8M 0.18%
+114,869
168
$8.59M 0.17%
+300,395
169
$8.52M 0.17%
+63,452
170
$8.43M 0.17%
+68,503
171
$8.17M 0.16%
+28,434
172
$8.11M 0.16%
+318,146
173
$7.97M 0.16%
+409,930
174
$7.96M 0.16%
+9,416
175
$7.79M 0.16%
+72,547
5 6
7
8 9