Congress Wealth Management LLC / De /
CIK Number: 0001904976
7.50B
Market Value
803
# of Holdings
6 months
Avg. Holding Period
63.23%
Win Rate
13.40%
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... | 239.10 | +0.45% | 1.02M | +0.14% | 229.48M | 168.01 | 3.06% | |
| 2 | Apple Inc | 248.21 | +0.10% | 721.26K | +32.74% | 168.06M | 192.37 | 2.24% | |
| 3 | Janus Detroit S... | 44.75 | -0.50% | 3.13M | -1.27% | 145.89M | 48.8 | 1.94% | |
| 4 | Microsoft Corp | 447.43 | -0.47% | 320.11K | +32.38% | 137.75M | 385.46 | 1.84% | |
| 5 | Select Sector S... | 49.45 | -0.25% | 2.91M | -1.00% | 132.00M | 39.13 | 1.76% |
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