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
101
$14.6M 0.27%
26,853
+602
102
$14.6M 0.27%
48,876
+577
103
$14.6M 0.27%
230,760
+2,655
104
$14.6M 0.27%
32,655
+1,518
105
$14.4M 0.26%
152,196
+2,992
106
$14.1M 0.26%
238,325
+25,342
107
$14M 0.26%
47,428
+482
108
$14M 0.26%
599,444
+505,982
109
$13.9M 0.26%
68,964
+2,250
110
$13.9M 0.26%
41,277
+589
111
$13.7M 0.25%
87,526
+5,723
112
$13.7M 0.25%
27,926
+570
113
$13.7M 0.25%
122,291
-792
114
$13.6M 0.25%
106,344
-214
115
$13.5M 0.25%
335,231
+3,180
116
$13.5M 0.25%
+358,325
117
$13.4M 0.25%
279,551
+6,467
118
$13.3M 0.24%
37,815
+385
119
$13.3M 0.24%
119,393
+389
120
$13.3M 0.24%
+63,762
121
$13.2M 0.24%
65,218
+1,150
122
$13M 0.24%
81,956
-213
123
$13M 0.24%
305,867
+9,359
124
$13M 0.24%
27,174
+543
125
$13M 0.24%
89,730
-26,606
3 4
5
6 7