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Candace Cavalier

@Congress Wealth Management Llc De

Latest period2024 - Q3ReportedManaged Assets$7.502BTotal holdings837
Assets growth rate19.26%Assets growth rate (2-Q avg)13.95%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Wealth Management Llc De's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 837 positions.

Assets under management

The assets under management (AUM) of Congress Wealth Management Llc De over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.502B in assets, with a quarterly growth rate of 19.26% and a 2-quarter average growth rate of 13.95%. The portfolio is managed by Candace Cavalier, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CAFXProfesionally Managed Portfo
Recent Activity
New Position
0.64%
$47.818M
1.907M shares@ $25.08 avg price
DGSWisdomtree Tr
Recent Activity
New Position
0.46%
$34.41M
640,785 shares@ $53.71 avg price
ASIAMatthews Intl Fds
Recent Activity
New Position
0.42%
$30.91M
1.096M shares@ $28.22 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.26%
$18.849M
124,833 shares@ $151.0 avg price
DVYIshares Tr
Recent Activity
New Position
0.25%
$18.279M
135,329 shares@ $135.08 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.23%
$17.245M
299,296 shares@ $57.63 avg price
AEOAmerican Eagle Outfitters In
Recent Activity
New Position
0.21%
$15.409M
688,198 shares@ $22.4 avg price
USFDUs Foods Hldg Corp
Recent Activity
New Position
0.2%
$14.631M
237,896 shares@ $61.51 avg price
ATRAptargroup Inc
Recent Activity
New Position
0.19%
$14.206M
88,680 shares@ $160.19 avg price
CACICaci Intl Inc
Recent Activity
New Position
0.18%
$13.284M
26,327 shares@ $504.56 avg price