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
201
$5.82M 0.12%
+119,183
202
$5.82M 0.12%
+97,210
203
$5.77M 0.11%
+16,063
204
$5.76M 0.11%
+163,075
205
$5.71M 0.11%
+53,430
206
$5.6M 0.11%
+22,339
207
$5.59M 0.11%
+156,899
208
$5.58M 0.11%
+45,663
209
$5.58M 0.11%
+78,741
210
$5.55M 0.11%
+16,908
211
$5.55M 0.11%
+16,916
212
$5.39M 0.11%
+61,077
213
$5.39M 0.11%
+29,859
214
$5.32M 0.11%
+23,348
215
$5.18M 0.1%
+56,779
216
$5.16M 0.1%
+44,760
217
$5.12M 0.1%
+21,842
218
$5.05M 0.1%
+121,471
219
$5.04M 0.1%
+181,703
220
$5.03M 0.1%
+44,206
221
$5.03M 0.1%
+38,865
222
$5.02M 0.1%
+52,466
223
$4.96M 0.1%
+37,459
224
$4.96M 0.1%
+87,375
225
$4.93M 0.1%
+57,832
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