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
176
$12.1M 0.17%
29,448
+975
177
$12.1M 0.17%
154,589
+4,863
178
$12M 0.16%
22,722
-12,788
179
$11.5M 0.16%
147,715
+8,505
180
$11.5M 0.16%
54,812
+595
181
$11.4M 0.16%
46,075
-28,336
182
$11.1M 0.15%
54,145
-2,879
183
$11.1M 0.15%
88,459
+4,050
184
$11M 0.15%
229,765
-68,660
185
$10.9M 0.15%
21,572
-30,171
186
$10.9M 0.15%
27,093
-8,155
187
$10.9M 0.15%
18,436
-635
188
$10.8M 0.15%
412,485
+7,629
189
$10.6M 0.15%
26,827
+500
190
$10.5M 0.15%
178,332
+141,450
191
$10.5M 0.14%
93,074
+5,192
192
$10.5M 0.14%
114,088
+4,279
193
$10.5M 0.14%
66,562
+11,860
194
$10.5M 0.14%
79,094
+3,964
195
$10.5M 0.14%
68,998
-9,582
196
$10.4M 0.14%
106,918
+1,052
197
$10.2M 0.14%
190,074
+8,349
198
$10.1M 0.14%
58,629
+1,368
199
$10.1M 0.14%
94,335
+4,014
200
$10.1M 0.14%
198,713
+2,358
6 7
8
9 10