Congress Wealth Management LLC / De /
CIK Number: 0001904976
7.28B
Market Value
856
# of Holdings
7 months
Avg. Holding Period
33.48%
Win Rate
16.17%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Technology Sele... | 195.17 | -6.85% | 994K | -2.21% | 231.13M | 168.01 | 3.18% |
| 2 | AAPL | Apple Inc. | 202.89 | -9.38% | 792.77K | +9.91% | 198.53M | 197.61 | 2.73% |
| 3 | XLF | Financial Selec... | 47.63 | -5.03% | 2.87M | -1.59% | 138.52M | 39.13 | 1.90% |
| 4 | MSFT | Microsoft Corpo... | 373.07 | -2.37% | 297.9K | -6.94% | 125.57M | 385.46 | 1.73% |
| 5 | RSP | Invesco S&P 500... | 166.53 | -4.76% | 673.04K | +0.82% | 117.94M | 179.03 | 1.62% |
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