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
526
$307K 0.01%
3,636
+147
527
$305K 0.01%
4,727
-2,107
528
$305K 0.01%
+9,330
529
$302K 0.01%
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-2,827
530
$302K 0.01%
10,000
531
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+5,350
532
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6,111
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533
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10,042
-1,970
534
$290K 0.01%
5,050
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535
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+5,022
536
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537
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538
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1,482
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539
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540
$279K 0.01%
7,686
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541
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1,555
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20,159
-8,796
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544
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2,178
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546
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3,703
-86
547
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81,447
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548
$273K 0.01%
8,976
+1,797
549
$271K 0.01%
15,962
+1,677
550
$271K 0.01%
+307
20 21
22
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