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
576
$377K 0.01%
+21,845
577
$376K 0.01%
+1,204
578
$376K 0.01%
10,242
-1,437
579
$374K 0.01%
15,128
-432
580
$370K 0.01%
6,785
+1,089
581
$360K 0.01%
19,334
-198
582
$356K 0.01%
4,393
+589
583
$351K 0.01%
66,122
-716
584
$349K 0.01%
443
-54
585
$342K 0.01%
+15,205
586
$341K 0.01%
+12,310
587
$340K 0.01%
+2,880
588
$340K 0.01%
3,357
+231
589
$336K 0.01%
23,940
-263
590
$336K 0.01%
+6,671
591
$334K 0.01%
2,200
592
$327K 0.01%
1,522
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593
$325K 0.01%
6,058
+1,100
594
$325K 0.01%
1,012
595
$324K 0.01%
+3,616
596
$324K 0.01%
+6,562
597
$324K 0.01%
+15,715
598
$322K 0.01%
+19,565
599
$321K 0.01%
4,124
600
$320K 0.01%
3,636
22 23
24
25 26