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
501
$372K 0.01%
+4,093
502
$370K 0.01%
2,785
+822
503
$368K 0.01%
1,582
-70
504
$367K 0.01%
9,435
505
$364K 0.01%
+2,657
506
$363K 0.01%
18,091
507
$358K 0.01%
+5,444
508
$357K 0.01%
2,166
+23
509
$350K 0.01%
4,506
+702
510
$343K 0.01%
1,779
-44,357
511
$342K 0.01%
+5,692
512
$341K 0.01%
35,842
-210
513
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+3,470
514
$329K 0.01%
3,412
-2,465
515
$328K 0.01%
7,741
-16,688
516
$328K 0.01%
+2,185
517
$325K 0.01%
13,653
+1,289
518
$324K 0.01%
5,637
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519
$323K 0.01%
+3,264
520
$322K 0.01%
31,379
+6,667
521
$316K 0.01%
+8,563
522
$313K 0.01%
2,016
-40
523
$313K 0.01%
1,391
-55,977
524
$313K 0.01%
5,063
+1,611
525
$307K 0.01%
11,919
-70
19 20
21
22 23