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
176
$9.02M 0.16%
124,281
+10,061
177
$8.98M 0.16%
100,115
-1,484
178
$8.95M 0.15%
42,577
+331
179
$8.95M 0.15%
138,749
-20,051
180
$8.86M 0.15%
157,396
+42,194
181
$8.74M 0.15%
34,672
+23,895
182
$8.49M 0.15%
190,437
-7,235
183
$8.48M 0.15%
315,357
-9,681
184
$8.21M 0.14%
53,932
-37,194
185
$8.17M 0.14%
158,342
-12,579
186
$8.11M 0.14%
194,205
-29,369
187
$8.09M 0.14%
69,328
+4,873
188
$7.86M 0.14%
56,181
+424
189
$7.84M 0.14%
52,015
+1,974
190
$7.74M 0.13%
81,304
+5,171
191
$7.55M 0.13%
88,863
+3,638
192
$7.22M 0.12%
35,015
+1,040
193
$7.14M 0.12%
44,131
-1,126
194
$7.13M 0.12%
46,548
+2,645
195
$7.06M 0.12%
286,646
+1,662
196
$6.85M 0.12%
67,890
+10
197
$6.78M 0.12%
28,905
+25,249
198
$6.77M 0.12%
198,854
+10,376
199
$6.71M 0.12%
43,287
+2,510
200
$6.68M 0.12%
186,461
-5,692
6 7
8
9 10