CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$101M
2
+$21.7M
3
+$20.1M
4
AAPL icon
Apple
AAPL
+$16.6M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$16.6M

Top Sells

1
+$107M
2
+$19.2M
3
+$19M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$19M
5
FLGB icon
Franklin FTSE United Kingdom ETF
FLGB
+$15.3M

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
601
$171K ﹤0.01%
11,311
-8,529
602
$122K ﹤0.01%
10,681
+76
603
$117K ﹤0.01%
26,568
604
$19.7K ﹤0.01%
10,739
-924
605
$16.1K ﹤0.01%
+12,000
606
$6.03K ﹤0.01%
1,500
607
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608
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610
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615
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– –
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23 24
25
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