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
$6.29B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$26.5M
3
+$21.8M
4
VHT icon
Vanguard Health Care ETF
VHT
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M

Top Sells

1
+$42.3M
2
+$19.4M
3
+$17.8M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$16.4M
5
BRKR icon
Bruker
BRKR
+$15.2M

Sector Composition

1 Technology 14.61%
2 Financials 9.4%
3 Healthcare 7.56%
4 Industrials 7.46%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.09M 0.03%
8,458
-3,464
352
$2.09M 0.03%
8,747
-551
353
$2.08M 0.03%
26,963
+1,289
354
$2.07M 0.03%
147,477
-18,998
355
$2.04M 0.03%
40,814
+1,177
356
$2.03M 0.03%
12,200
+10,007
357
$2.03M 0.03%
13,976
-112,623
358
$2.03M 0.03%
26,285
-2,305
359
$1.98M 0.03%
28,851
+23,531
360
$1.96M 0.03%
23,970
+4,630
361
$1.96M 0.03%
7,327
-2,604
362
$1.93M 0.03%
69,581
+7,575
363
$1.92M 0.03%
16,156
+1,590
364
$1.92M 0.03%
54,055
+1,105
365
$1.91M 0.03%
+10,147
366
$1.91M 0.03%
17,907
+6,824
367
$1.91M 0.03%
32,925
+3,547
368
$1.91M 0.03%
9,174
+8,121
369
$1.86M 0.03%
9,158
+3,119
370
$1.86M 0.03%
23,698
-19,871
371
$1.85M 0.03%
14,675
+1,455
372
$1.83M 0.03%
50,999
+5,005
373
$1.79M 0.03%
4,668
+398
374
$1.73M 0.03%
1,692
+388
375
$1.7M 0.03%
12,254
+738
13 14
15
16 17