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
451
$879K 0.01%
+2,848
452
$877K 0.01%
+4,307
453
$868K 0.01%
34,591
+66
454
$868K 0.01%
26,564
455
$863K 0.01%
6,972
-20,418
456
$848K 0.01%
+5,100
457
$842K 0.01%
22,061
-14,782
458
$828K 0.01%
3,543
+1,728
459
$818K 0.01%
11,919
+4,868
460
$818K 0.01%
+55,096
461
$810K 0.01%
7,575
462
$802K 0.01%
5,407
+5
463
$799K 0.01%
17,143
-1,159
464
$794K 0.01%
+17,098
465
$789K 0.01%
7,400
+780
466
$788K 0.01%
+37,611
467
$781K 0.01%
10,025
-7,431
468
$777K 0.01%
+22,264
469
$769K 0.01%
+11,020
470
$754K 0.01%
3,576
-4,317
471
$751K 0.01%
+12,456
472
$739K 0.01%
1,730
+113
473
$737K 0.01%
+9,940
474
$731K 0.01%
+17,181
475
$729K 0.01%
2,826
-4,111
17 18
19
20 21