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
676
$225K ﹤0.01%
11,322
-5,197
677
$224K ﹤0.01%
+8,100
678
$223K ﹤0.01%
3,911
+834
679
$223K ﹤0.01%
+2,305
680
$221K ﹤0.01%
23,796
-248
681
$221K ﹤0.01%
4,515
-184
682
$219K ﹤0.01%
2,391
-236
683
$219K ﹤0.01%
+1,200
684
$219K ﹤0.01%
+265
685
$219K ﹤0.01%
6,565
-71
686
$219K ﹤0.01%
3,795
-1,082
687
$217K ﹤0.01%
+8,275
688
$217K ﹤0.01%
+2,335
689
$216K ﹤0.01%
6,405
+350
690
$216K ﹤0.01%
736
-79
691
$216K ﹤0.01%
+4,724
692
$215K ﹤0.01%
+14,360
693
$214K ﹤0.01%
17,078
-1,769
694
$214K ﹤0.01%
1,560
-75
695
$214K ﹤0.01%
+4,167
696
$213K ﹤0.01%
7,935
+29
697
$213K ﹤0.01%
2,742
-31
698
$213K ﹤0.01%
1,245
-346
699
$212K ﹤0.01%
+3,525
700
$212K ﹤0.01%
+475
26 27
28
29 30