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
276
$2.91M 0.05%
28,828
+498
277
$2.91M 0.05%
16,623
+313
278
$2.89M 0.05%
47,018
+42,749
279
$2.89M 0.05%
21,418
-974
280
$2.82M 0.05%
11,561
-471
281
$2.81M 0.05%
12,352
+362
282
$2.8M 0.05%
12,552
+1,546
283
$2.79M 0.05%
+196,500
284
$2.71M 0.05%
64,641
+7,580
285
$2.68M 0.05%
4,679
-29
286
$2.68M 0.05%
61,668
-11,011
287
$2.61M 0.05%
147,927
-52,451
288
$2.59M 0.05%
27,000
-941
289
$2.54M 0.05%
122,556
+4,236
290
$2.51M 0.05%
5,187
-8,397
291
$2.47M 0.05%
+92,980
292
$2.44M 0.04%
93,542
-702
293
$2.39M 0.04%
179,649
+73,275
294
$2.39M 0.04%
30,880
+4,954
295
$2.38M 0.04%
58,439
+658
296
$2.38M 0.04%
40,079
+15,119
297
$2.37M 0.04%
16,068
+6,598
298
$2.34M 0.04%
31,789
+1,687
299
$2.33M 0.04%
26,078
-255,178
300
$2.3M 0.04%
130,192
-22,954
10 11
12
13 14