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
476
$458K 0.01%
1,658
+39
477
$453K 0.01%
8,416
-2,934
478
$453K 0.01%
+28,425
479
$450K 0.01%
1,891
-12
480
$447K 0.01%
1,978
+164
481
$443K 0.01%
+2,346
482
$441K 0.01%
1,809
+133
483
$440K 0.01%
1,080
+280
484
$438K 0.01%
45,770
+26,000
485
$436K 0.01%
+3,198
486
$432K 0.01%
+15,752
487
$427K 0.01%
6,094
+2,895
488
$422K 0.01%
1,540
-2,368
489
$420K 0.01%
22,860
-704
490
$420K 0.01%
+2,831
491
$413K 0.01%
11,235
-250
492
$413K 0.01%
508
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493
$410K 0.01%
11,541
+1,511
494
$402K 0.01%
92,647
495
$397K 0.01%
8,443
+2,280
496
$394K 0.01%
11,796
+5,977
497
$392K 0.01%
+3,206
498
$389K 0.01%
7,583
-229
499
$379K 0.01%
+2,381
500
$377K 0.01%
2,933
+675
18 19
20
21 22