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
201
$10M 0.14%
182,273
+7,664
202
$9.95M 0.14%
293,530
+1,620
203
$9.91M 0.14%
40,530
+578
204
$9.61M 0.13%
59,104
-27,250
205
$9.47M 0.13%
167,347
-22,622
206
$9.46M 0.13%
79,140
+350
207
$9.44M 0.13%
330,057
-1,426
208
$9.42M 0.13%
33,636
+562
209
$9.07M 0.12%
89,248
+5,613
210
$8.99M 0.12%
17,279
-6,699
211
$8.99M 0.12%
338,742
-112,434
212
$8.96M 0.12%
171,593
-2,068
213
$8.85M 0.12%
85,198
+9,433
214
$8.84M 0.12%
20,835
-26,216
215
$8.82M 0.12%
91,214
+3,188
216
$8.63M 0.12%
97,999
+4,445
217
$8.63M 0.12%
91,330
-2,301
218
$8.57M 0.12%
+44,240
219
$8.55M 0.12%
190,377
-85,560
220
$8.3M 0.11%
198,532
+74,090
221
$8.29M 0.11%
80,155
-87,817
222
$8.27M 0.11%
50,711
+2,393
223
$8.27M 0.11%
43,246
-460
224
$8.25M 0.11%
138,090
-25,871
225
$8.21M 0.11%
+158,158
7 8
9
10 11