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
$6.29B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$26.5M
3
+$21.8M
4
VHT icon
Vanguard Health Care ETF
VHT
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M

Top Sells

1
+$42.3M
2
+$19.4M
3
+$17.8M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$16.4M
5
BRKR icon
Bruker
BRKR
+$15.2M

Sector Composition

1 Technology 14.61%
2 Financials 9.4%
3 Healthcare 7.56%
4 Industrials 7.46%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.06M 0.1%
102,533
+98,504
227
$6.01M 0.1%
178,363
-1,152
228
$5.85M 0.09%
34,945
+1,233
229
$5.85M 0.09%
78,048
-4,879
230
$5.84M 0.09%
115,946
+6,174
231
$5.8M 0.09%
126,340
+20,679
232
$5.76M 0.09%
79,432
+5,074
233
$5.68M 0.09%
+81,047
234
$5.68M 0.09%
+19,122
235
$5.68M 0.09%
+52,627
236
$5.68M 0.09%
+41,057
237
$5.67M 0.09%
56,461
+42,574
238
$5.6M 0.09%
13,593
-15,159
239
$5.57M 0.09%
147,877
+1,491
240
$5.5M 0.09%
91,332
-2,088
241
$5.42M 0.09%
59,083
+698
242
$5.35M 0.09%
+322,761
243
$5.17M 0.08%
228,871
+9,833
244
$5.12M 0.08%
102,121
+1,250
245
$5.11M 0.08%
72,773
+4,621
246
$5.01M 0.08%
131,200
+7,610
247
$5M 0.08%
183,077
-45,004
248
$4.96M 0.08%
191,235
-2,088
249
$4.96M 0.08%
160,184
+146,151
250
$4.83M 0.08%
106,319
-1,126
8 9
10
11 12