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
351
$1.42M 0.03%
40,188
-122,455
352
$1.41M 0.03%
13,643
+2,283
353
$1.39M 0.03%
1,196
-228
354
$1.39M 0.03%
4,752
-158
355
$1.38M 0.03%
13,124
+1,313
356
$1.35M 0.02%
5,505
+166
357
$1.35M 0.02%
5,368
-196
358
$1.32M 0.02%
51,655
+17,555
359
$1.32M 0.02%
2,492
-151
360
$1.32M 0.02%
17,266
-1,088
361
$1.31M 0.02%
80,919
-27,245
362
$1.31M 0.02%
10,463
+2,516
363
$1.31M 0.02%
67,503
+8,132
364
$1.29M 0.02%
29,370
+5,230
365
$1.29M 0.02%
48,862
+4,978
366
$1.27M 0.02%
33,766
+21,125
367
$1.27M 0.02%
11,352
+4,417
368
$1.26M 0.02%
32,295
-1,143
369
$1.26M 0.02%
1,663
-44
370
$1.23M 0.02%
13,900
+5,406
371
$1.23M 0.02%
30,437
-3,792
372
$1.22M 0.02%
+6,446
373
$1.22M 0.02%
5,269
+855
374
$1.21M 0.02%
+25,328
375
$1.19M 0.02%
31,275
+2,256
13 14
15
16 17