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
601
$171K ﹤0.01%
11,311
-8,529
602
$122K ﹤0.01%
10,681
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603
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604
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605
$16.1K ﹤0.01%
+12,000
606
$6.03K ﹤0.01%
1,500
607
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608
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609
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23 24
25
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