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
401
$939K 0.02%
10,266
-1,960
402
$871K 0.02%
9,284
+58
403
$865K 0.02%
11,514
+5,520
404
$854K 0.02%
3,135
+1,565
405
$846K 0.02%
2,725
-226
406
$834K 0.02%
27,165
407
$833K 0.02%
10,063
+4,913
408
$801K 0.01%
4,699
+441
409
$787K 0.01%
19,048
+667
410
$778K 0.01%
+8,515
411
$777K 0.01%
1,519
+30
412
$768K 0.01%
19,375
+10,414
413
$762K 0.01%
14,496
+6,492
414
$758K 0.01%
3,656
415
$754K 0.01%
22,673
+9,807
416
$736K 0.01%
7,225
-233
417
$731K 0.01%
4,089
+7
418
$727K 0.01%
+3,783
419
$724K 0.01%
5,043
+173
420
$722K 0.01%
12,369
-3,057
421
$701K 0.01%
+20,206
422
$697K 0.01%
8,329
+27
423
$694K 0.01%
27,920
-4,178
424
$693K 0.01%
14,751
-89
425
$688K 0.01%
78,025
15 16
17
18 19