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
176
$7.72M 0.15%
+136,375
177
$7.68M 0.15%
+54,998
178
$7.65M 0.15%
+40,987
179
$7.59M 0.15%
+105,444
180
$7.57M 0.15%
+28,588
181
$7.53M 0.15%
+62,550
182
$7.37M 0.15%
+26,223
183
$7.28M 0.14%
+46,553
184
$7.27M 0.14%
+42,097
185
$7.12M 0.14%
+32,718
186
$7.04M 0.14%
+263,978
187
$6.81M 0.14%
+133,318
188
$6.76M 0.13%
+211,103
189
$6.65M 0.13%
+128,003
190
$6.64M 0.13%
+65,628
191
$6.51M 0.13%
+105,581
192
$6.33M 0.13%
+219,056
193
$6.11M 0.12%
+184,050
194
$6.11M 0.12%
+135,644
195
$6.08M 0.12%
+76,985
196
$6.04M 0.12%
+38,394
197
$6.04M 0.12%
+178,545
198
$5.92M 0.12%
+70,428
199
$5.89M 0.12%
+33,425
200
$5.84M 0.12%
+70,451
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8
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