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
576
$229K ﹤0.01%
+8,646
577
$226K ﹤0.01%
+4,536
578
$225K ﹤0.01%
3,474
-228
579
$223K ﹤0.01%
2,889
+4
580
$220K ﹤0.01%
+6,126
581
$220K ﹤0.01%
+2,132
582
$217K ﹤0.01%
+1,405
583
$215K ﹤0.01%
+2,407
584
$215K ﹤0.01%
+2,516
585
$214K ﹤0.01%
19,108
586
$214K ﹤0.01%
+4,125
587
$214K ﹤0.01%
3,888
-31,419
588
$212K ﹤0.01%
+3,059
589
$211K ﹤0.01%
+9,256
590
$210K ﹤0.01%
+1,635
591
$207K ﹤0.01%
+1,631
592
$205K ﹤0.01%
945
-56,519
593
$203K ﹤0.01%
+7,518
594
$202K ﹤0.01%
+2,288
595
$201K ﹤0.01%
+840
596
$201K ﹤0.01%
+6,393
597
$201K ﹤0.01%
+3,886
598
$200K ﹤0.01%
4,476
-1,000
599
$196K ﹤0.01%
+10,815
600
$176K ﹤0.01%
14,990
22 23
24
25 26