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
651
$252K ﹤0.01%
4,999
-1,759
652
$251K ﹤0.01%
3,761
+55
653
$250K ﹤0.01%
4,552
-500
654
$250K ﹤0.01%
8,659
+13
655
$249K ﹤0.01%
+1,453
656
$249K ﹤0.01%
10,000
657
$245K ﹤0.01%
4,639
-11,545
658
$245K ﹤0.01%
+19,825
659
$245K ﹤0.01%
1,000
660
$239K ﹤0.01%
4,472
+455
661
$239K ﹤0.01%
67,269
-689
662
$237K ﹤0.01%
+3,392
663
$237K ﹤0.01%
2,000
-2,472
664
$236K ﹤0.01%
6,430
+380
665
$236K ﹤0.01%
9,432
-303
666
$235K ﹤0.01%
+4,100
667
$232K ﹤0.01%
+5,370
668
$232K ﹤0.01%
4,072
-4,365
669
$231K ﹤0.01%
1,030
+12
670
$230K ﹤0.01%
2,240
671
$229K ﹤0.01%
3,060
+1
672
$229K ﹤0.01%
+13,525
673
$228K ﹤0.01%
19,108
674
$227K ﹤0.01%
1,123
-177
675
$226K ﹤0.01%
+5,650
25 26
27
28 29