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 13.43%
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
1
$272M 4.71%
652,380
-930
2
$214M 3.7%
1,027,311
+7,946
3
$149M 2.57%
3,298,122
+160,916
4
$121M 2.1%
2,880,327
+810,107
5
$107M 1.86%
3,847,338
+39,985
6
$101M 1.75%
685,689
+245,066
7
$99M 1.71%
3,513,213
+140,327
8
$95.9M 1.66%
2,408,055
-548,267
9
$92M 1.59%
1,126,550
-5,912
10
$89.9M 1.55%
524,160
-108,895
11
$80.1M 1.38%
1,861,406
+3,508
12
$75.5M 1.3%
835,090
-80,590
13
$73.1M 1.26%
173,639
-14,319
14
$69.1M 1.19%
732,209
-364,352
15
$67.1M 1.16%
1,524,178
+6,985
16
$66.2M 1.14%
1,141,702
-281,039
17
$63.7M 1.1%
1,041,333
-172,485
18
$51.6M 0.89%
595,154
+2,408
19
$51M 0.88%
998,099
-1,119
20
$50M 0.86%
148,289
-8,737
21
$48.9M 0.84%
313,947
+466
22
$48.2M 0.83%
603,774
-26,886
23
$48M 0.83%
672,444
-5,860
24
$45.4M 0.78%
336,467
-14,592
25
$45.3M 0.78%
359,803
-2,176
1
2 3 4 5