
Congress Wealth Management LLC / De /
CIK Number: 0001904976
7.28B
Market Value
804
# of Holdings
7 months
Avg. Holding Period
64.93%
Win Rate
16.24%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Select Sector S... | 218.29 | -3.21% | 1.02M | +0.14% | 229.48M | 168.01 | 3.06% | |
2 | Apple Inc | 238.04 | -1.57% | 721.26K | +32.74% | 168.06M | 192.37 | 2.24% | |
3 | Janus Detroit S... | 45.33 | -0.21% | 3.13M | -1.27% | 145.89M | 48.8 | 1.94% | |
4 | Microsoft Corp | 387.92 | -2.29% | 320.11K | +32.38% | 137.75M | 385.46 | 1.84% | |
5 | Select Sector S... | 51.69 | -0.94% | 2.91M | -1.00% | 132M | 39.13 | 1.76% |
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