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
626
$289K ﹤0.01%
1,488
-317
627
$289K ﹤0.01%
10,019
-23
628
$289K ﹤0.01%
7,429
-10,708
629
$289K ﹤0.01%
2,139
630
$285K ﹤0.01%
203
-10,281
631
$285K ﹤0.01%
+11,344
632
$281K ﹤0.01%
+9,775
633
$279K ﹤0.01%
+2,831
634
$276K ﹤0.01%
6,961
635
$274K ﹤0.01%
1,598
-1,608
636
$272K ﹤0.01%
1,528
-290
637
$270K ﹤0.01%
+1,980
638
$270K ﹤0.01%
5,339
639
$268K ﹤0.01%
+9,912
640
$267K ﹤0.01%
3,440
-135
641
$266K ﹤0.01%
4,703
-50
642
$266K ﹤0.01%
+7,323
643
$264K ﹤0.01%
4,686
+362
644
$264K ﹤0.01%
37,209
-361
645
$263K ﹤0.01%
3,967
+13
646
$262K ﹤0.01%
1,941
+474
647
$261K ﹤0.01%
5,557
-59
648
$260K ﹤0.01%
+2,789
649
$255K ﹤0.01%
1,731
+181
650
$253K ﹤0.01%
+11,100
24 25
26
27 28