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
126
$12.8M 0.24%
91,126
+42,402
127
$12.8M 0.23%
105,763
-2,331
128
$12.7M 0.23%
53,816
+302
129
$12.6M 0.23%
132,754
+1,787
130
$12.3M 0.23%
244,171
+7,388
131
$12.3M 0.23%
87,499
+33
132
$12.2M 0.22%
75,807
+1,292
133
$12.1M 0.22%
208,799
+14,004
134
$12.1M 0.22%
9,946
-269
135
$11.8M 0.22%
76,081
+998
136
$11.7M 0.22%
83,905
+7,084
137
$11.7M 0.22%
56,962
-7,607
138
$11.4M 0.21%
102,470
+14,440
139
$11.3M 0.21%
142,092
-668
140
$11.2M 0.21%
28,739
+552
141
$11.1M 0.2%
102,022
+1,357
142
$11.1M 0.2%
49,199
-6,987
143
$11M 0.2%
110,849
+3,160
144
$10.9M 0.2%
+57,458
145
$10.9M 0.2%
60,634
+1,306
146
$10.7M 0.2%
176,898
+2,850
147
$10.7M 0.2%
101,381
-9,824
148
$10.7M 0.2%
113,789
+104,299
149
$10.6M 0.2%
98,098
+23,167
150
$10.6M 0.19%
131,473
-537
4 5
6
7 8