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
551
$263K ﹤0.01%
6,089
+200
552
$262K ﹤0.01%
+7,024
553
$258K ﹤0.01%
7,148
+135
554
$258K ﹤0.01%
16,575
+2,547
555
$258K ﹤0.01%
952
-12
556
$255K ﹤0.01%
+2,685
557
$254K ﹤0.01%
3,283
-7,125
558
$252K ﹤0.01%
3,863
+710
559
$251K ﹤0.01%
3,040
+360
560
$248K ﹤0.01%
4,775
-991
561
$246K ﹤0.01%
+1,955
562
$245K ﹤0.01%
+6,920
563
$243K ﹤0.01%
1,786
-382
564
$243K ﹤0.01%
2,985
-133
565
$242K ﹤0.01%
622
+9
566
$241K ﹤0.01%
2,071
+36
567
$236K ﹤0.01%
7,377
-188
568
$235K ﹤0.01%
+2,264
569
$235K ﹤0.01%
+19,250
570
$233K ﹤0.01%
+833
571
$233K ﹤0.01%
1,616
+99
572
$233K ﹤0.01%
1,106
-194
573
$232K ﹤0.01%
+4,315
574
$232K ﹤0.01%
+1,163
575
$231K ﹤0.01%
+7,878
21 22
23
24 25