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
426
$1M 0.02%
65,222
427
$1M 0.02%
+20,112
428
$996K 0.02%
+29,540
429
$987K 0.02%
+65,214
430
$967K 0.02%
+21,712
431
$961K 0.02%
+17,336
432
$958K 0.02%
25,557
433
$957K 0.02%
39,744
+438
434
$948K 0.02%
13,999
+1,472
435
$942K 0.02%
+28,174
436
$942K 0.02%
5,925
-934
437
$938K 0.01%
4,197
+78
438
$935K 0.01%
7,740
+5,906
439
$925K 0.01%
1,706
-107
440
$924K 0.01%
+9,045
441
$921K 0.01%
12,420
-165
442
$920K 0.01%
43,919
+4,723
443
$914K 0.01%
+6,301
444
$906K 0.01%
9,326
-7,586
445
$903K 0.01%
6,466
+27
446
$902K 0.01%
+16,395
447
$895K 0.01%
+14,150
448
$883K 0.01%
+27,016
449
$883K 0.01%
+6,635
450
$881K 0.01%
9,852
+6,734
16 17
18
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