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
526
$539K 0.01%
20,285
-1,079
527
$536K 0.01%
2,935
+560
528
$533K 0.01%
+25,210
529
$525K 0.01%
+14,203
530
$523K 0.01%
+14,480
531
$521K 0.01%
4,384
-101
532
$519K 0.01%
6,911
-1,672
533
$518K 0.01%
4,487
+43
534
$511K 0.01%
6,083
-379
535
$505K 0.01%
+10,412
536
$490K 0.01%
11,629
-300
537
$489K 0.01%
2,408
+419
538
$486K 0.01%
2,643
+113
539
$483K 0.01%
+4,315
540
$479K 0.01%
15,985
-162
541
$478K 0.01%
+6,372
542
$478K 0.01%
+25,600
543
$477K 0.01%
+3,863
544
$462K 0.01%
6,126
-8
545
$459K 0.01%
26,013
-52,012
546
$455K 0.01%
1,522
+33
547
$454K 0.01%
+77,455
548
$453K 0.01%
3,040
+875
549
$449K 0.01%
+29,155
550
$444K 0.01%
+2,352
20 21
22
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