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
201
$6.68M 0.12%
315,607
-5,234
202
$6.57M 0.11%
98,986
+21,532
203
$6.4M 0.11%
228,081
+1,364
204
$6.38M 0.11%
93,420
-3,047
205
$6.32M 0.11%
27,673
+2,909
206
$6.25M 0.11%
82,927
-2,819
207
$6.06M 0.1%
177,801
+48,750
208
$6M 0.1%
14,264
-3,538
209
$5.83M 0.1%
175,807
+51,084
210
$5.76M 0.1%
179,515
-1,069
211
$5.74M 0.1%
+32,345
212
$5.73M 0.1%
150,319
+32,344
213
$5.72M 0.1%
74,358
+9,104
214
$5.63M 0.1%
+91,008
215
$5.62M 0.1%
148,139
-26,782
216
$5.5M 0.1%
+72,638
217
$5.5M 0.09%
+105,661
218
$5.42M 0.09%
46,659
-14,629
219
$5.4M 0.09%
58,385
+344
220
$5.38M 0.09%
33,712
+1,887
221
$5.31M 0.09%
109,772
+17,916
222
$5.3M 0.09%
146,386
-1,137
223
$5.25M 0.09%
193,323
-4,944
224
$5.21M 0.09%
104,545
+23,438
225
$5.1M 0.09%
100,871
+1,363
7 8
9
10 11