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
301
$2.29M 0.04%
9,840
+3,707
302
$2.24M 0.04%
10,331
+2,655
303
$2.14M 0.04%
7,826
+3,876
304
$2.14M 0.04%
33,609
-2,216
305
$2.13M 0.04%
11,858
+1,113
306
$2.12M 0.04%
5,309
+136
307
$2.12M 0.04%
43,470
+15,160
308
$2.05M 0.04%
23,971
-772
309
$2.04M 0.04%
44,929
-1,381
310
$2.03M 0.04%
80,052
+164
311
$2.02M 0.04%
26,106
+1,072
312
$2.01M 0.04%
84,291
-517
313
$2.01M 0.04%
22,065
-910
314
$1.97M 0.04%
56,523
+3,656
315
$1.96M 0.04%
7,512
+4,323
316
$1.94M 0.04%
52,511
+3,963
317
$1.92M 0.04%
57,073
+4,694
318
$1.89M 0.03%
37,988
-4,639
319
$1.89M 0.03%
4,166
+3,157
320
$1.89M 0.03%
12,792
+2,049
321
$1.88M 0.03%
10,046
+6,654
322
$1.85M 0.03%
10,777
+248
323
$1.83M 0.03%
43,212
-645
324
$1.82M 0.03%
6,067
+761
325
$1.81M 0.03%
51,047
+3,278
11 12
13
14 15