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
76
$20.2M 0.32%
373,390
+6,745
77
$20.1M 0.32%
55,126
-16,518
78
$20.1M 0.32%
262,160
+6,419
79
$20M 0.32%
176,838
+8,181
80
$19.8M 0.32%
975,372
+4,230
81
$19.5M 0.31%
121,074
-5,670
82
$19.3M 0.31%
71,691
+2,129
83
$19.2M 0.31%
43,248
+1,754
84
$19M 0.3%
28,964
+1,328
85
$19M 0.3%
133,019
+2,826
86
$18.9M 0.3%
46,547
+32,283
87
$18.6M 0.3%
264,705
+35,790
88
$18.3M 0.29%
105,514
+2,504
89
$18.2M 0.29%
165,678
-511
90
$18.2M 0.29%
314,323
+2,703
91
$18M 0.29%
85,575
+5,170
92
$17.9M 0.28%
182,848
+48,745
93
$17.7M 0.28%
110,100
+3,010
94
$17.6M 0.28%
56,188
+1,422
95
$17.1M 0.27%
50,368
+2,207
96
$17.1M 0.27%
66,067
+18,661
97
$17.1M 0.27%
113,795
+26,546
98
$16.8M 0.27%
389,836
+8,000
99
$16.7M 0.27%
217,335
+15,045
100
$16.6M 0.26%
37,877
+575
2 3
4
5 6