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
451
$564K 0.01%
158
+17
452
$557K 0.01%
7,925
-3,472
453
$552K 0.01%
12,145
+1,424
454
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6,827
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455
$537K 0.01%
2,270
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456
$522K 0.01%
4,457
-1,304
457
$519K 0.01%
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-198
458
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+4,419
459
$509K 0.01%
+7,278
460
$508K 0.01%
196
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461
$507K 0.01%
2,526
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462
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463
$507K 0.01%
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464
$507K 0.01%
6,235
+3,457
465
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12,289
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466
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467
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471
$475K 0.01%
11,791
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472
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851
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473
$472K 0.01%
5,015
-114
474
$465K 0.01%
3,064
-55
475
$462K 0.01%
+8,454
17 18
19
20 21