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
$5.45B
AUM Growth
+$605M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$22.6M
3
+$21M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$17.9M
5
DXCM icon
DexCom
DXCM
+$17.5M

Top Sells

1
+$107M
2
+$22.8M
3
+$20.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$19M
5
FLGB icon
Franklin FTSE United Kingdom ETF
FLGB
+$16M

Sector Composition

1 Technology 13.36%
2 Financials 8.71%
3 Industrials 6.99%
4 Healthcare 6.81%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.73M 0.07%
129,051
-30,095
252
$3.72M 0.07%
77,577
+1,429
253
$3.61M 0.07%
34,488
+5,432
254
$3.59M 0.07%
37,941
+333
255
$3.49M 0.06%
35,420
-3,986
256
$3.48M 0.06%
60,845
+1,420
257
$3.42M 0.06%
15,361
+1,882
258
$3.42M 0.06%
29,127
+1,072
259
$3.4M 0.06%
36,904
+34,034
260
$3.38M 0.06%
30,724
+15,368
261
$3.29M 0.06%
30,335
-2,252
262
$3.28M 0.06%
31,132
+25,329
263
$3.28M 0.06%
28,479
-3,927
264
$3.26M 0.06%
6
265
$3.18M 0.06%
30,582
-323
266
$3.16M 0.06%
115,936
267
$3.14M 0.06%
+81,107
268
$3.13M 0.06%
45,082
+1,792
269
$3.11M 0.06%
14,217
+263
270
$3.08M 0.06%
7,226
+1,476
271
$3.06M 0.06%
62,042
+8,581
272
$3.05M 0.06%
60,306
+14,079
273
$3M 0.06%
144,625
-26,901
274
$2.99M 0.06%
78,233
+2,826
275
$2.95M 0.05%
18,059
+6,086
9 10
11
12 13