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
151
$11.5M 0.2%
60,127
-507
152
$11.5M 0.2%
+214,351
153
$11.4M 0.2%
178,765
+1,867
154
$11.3M 0.2%
76,203
+396
155
$11.3M 0.2%
59,775
+2,317
156
$11.1M 0.19%
158,871
+15,888
157
$11.1M 0.19%
113,537
+2,688
158
$11.1M 0.19%
437,067
-393
159
$11.1M 0.19%
56,141
+136
160
$11M 0.19%
237,440
+55,781
161
$10.9M 0.19%
66,758
+3,986
162
$10.9M 0.19%
139,726
+33,809
163
$10.8M 0.19%
72,826
+18,660
164
$10.6M 0.18%
86,775
+11,027
165
$10.6M 0.18%
58,413
-971
166
$10.5M 0.18%
95,387
-6,487
167
$10.2M 0.18%
19,365
-13,343
168
$10.1M 0.17%
59,738
+3,203
169
$9.78M 0.17%
210,656
+202,202
170
$9.69M 0.17%
28,165
-890
171
$9.68M 0.17%
102,988
+966
172
$9.53M 0.16%
36,566
+74
173
$9.42M 0.16%
297,853
+20,431
174
$9.33M 0.16%
153,594
+45,364
175
$9.07M 0.16%
33,479
-41,985
5 6
7
8 9