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
$7.28B
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$39.5M
3
+$25M
4
DELL icon
Dell
DELL
+$23M
5
AAPL icon
Apple
AAPL
+$17.9M

Top Sells

1
+$47.3M
2
+$44.7M
3
+$16.7M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$16.6M
5
UNH icon
UnitedHealth
UNH
+$15.3M

Sector Composition

1 Technology 15.4%
2 Industrials 6.87%
3 Healthcare 6.59%
4 Financials 6.52%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.4M 0.2%
144,714
-3,978
152
$14.1M 0.19%
92,939
-12,214
153
$13.8M 0.19%
88,074
-606
154
$13.8M 0.19%
75,054
-1,935
155
$13.8M 0.19%
+336,511
156
$13.8M 0.19%
108,142
-1,230
157
$13.8M 0.19%
84,635
-22,132
158
$13.6M 0.19%
130,169
-3,401
159
$13.6M 0.19%
+69,046
160
$13.4M 0.18%
+126,478
161
$13.4M 0.18%
28,956
-5,866
162
$13.4M 0.18%
88,903
+9,634
163
$13.3M 0.18%
27,764
-540
164
$13.2M 0.18%
64,863
-1,279
165
$13.2M 0.18%
169,338
+151,796
166
$13.2M 0.18%
102,232
-5,182
167
$12.9M 0.18%
65,326
+1,663
168
$12.9M 0.18%
60,903
+13,982
169
$12.8M 0.18%
267,964
+17,869
170
$12.5M 0.17%
42,095
-27,462
171
$12.4M 0.17%
43,083
+24,692
172
$12.4M 0.17%
88,330
-2,307
173
$12.4M 0.17%
615,549
-454
174
$12.2M 0.17%
34,513
+880
175
$12.1M 0.17%
36,956
-1,893
5 6
7
8 9