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
326
$1.8M 0.03%
3,548
+2,437
327
$1.78M 0.03%
32,178
-494
328
$1.77M 0.03%
8,282
+984
329
$1.76M 0.03%
28,512
-65,530
330
$1.73M 0.03%
31,143
+691
331
$1.73M 0.03%
60,134
+19,687
332
$1.72M 0.03%
10,138
-62,865
333
$1.71M 0.03%
65,126
+2,145
334
$1.69M 0.03%
6,431
+1,078
335
$1.69M 0.03%
50,348
-7,894
336
$1.68M 0.03%
33,812
-1,878
337
$1.67M 0.03%
26,712
-204
338
$1.65M 0.03%
17,661
+476
339
$1.64M 0.03%
14,507
-77,698
340
$1.63M 0.03%
19,838
-4,803
341
$1.63M 0.03%
4,858
+12
342
$1.61M 0.03%
46,357
+10,192
343
$1.56M 0.03%
22,581
+567
344
$1.54M 0.03%
10,674
+4,197
345
$1.53M 0.03%
15,961
+8,551
346
$1.52M 0.03%
6,880
+595
347
$1.49M 0.03%
16,977
-1,365
348
$1.46M 0.03%
47,903
+1,184
349
$1.46M 0.03%
8,542
+5,459
350
$1.43M 0.03%
13,346
+1,608
12 13
14
15 16