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
426
$688K 0.01%
10,484
+76
427
$688K 0.01%
8,483
+810
428
$679K 0.01%
11,394
+1,845
429
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1,583
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430
$678K 0.01%
22,298
-5,680
431
$677K 0.01%
17,936
+1,728
432
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16,470
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433
$652K 0.01%
24,160
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434
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11,524
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435
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436
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437
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12,140
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438
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439
$625K 0.01%
398
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440
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37,261
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441
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6,142
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442
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443
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11,287
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444
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1,552
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445
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5,424
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7,650
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447
$580K 0.01%
3,111
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448
$576K 0.01%
7,350
+1,210
449
$569K 0.01%
22,937
-3,920
450
$566K 0.01%
+9,383
16 17
18
19 20