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
376
$1.13M 0.02%
2,448
+43
377
$1.13M 0.02%
16,118
+3,581
378
$1.12M 0.02%
13,329
+3,689
379
$1.12M 0.02%
4,271
+2,995
380
$1.12M 0.02%
22,716
-10
381
$1.12M 0.02%
80,991
-13,115
382
$1.11M 0.02%
9,725
-8
383
$1.08M 0.02%
4,323
-685
384
$1.06M 0.02%
+5,560
385
$1.05M 0.02%
20,552
+10,791
386
$1.05M 0.02%
6,768
+3,973
387
$1.03M 0.02%
6,197
+85
388
$1.03M 0.02%
4,580
+117
389
$1.02M 0.02%
40,137
390
$1.01M 0.02%
41,828
-4,590
391
$1.01M 0.02%
11,183
+7,341
392
$992K 0.02%
33,327
+510
393
$980K 0.02%
24,453
-4,195
394
$978K 0.02%
2,073
+359
395
$977K 0.02%
15,296
+1,613
396
$966K 0.02%
3,784
+724
397
$963K 0.02%
19,161
+2,616
398
$963K 0.02%
65,222
399
$958K 0.02%
12,816
+18
400
$958K 0.02%
4,435
+1,356
14 15
16
17 18