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
126
$14.4M 0.23%
80,068
+68,712
127
$14.3M 0.23%
+147,943
128
$14.2M 0.23%
112,721
+6,743
129
$14.1M 0.22%
46,516
-41,839
130
$14M 0.22%
160,568
+3,603
131
$14M 0.22%
+180,389
132
$13.9M 0.22%
133,956
+364
133
$13.9M 0.22%
89,080
+80,482
134
$13.8M 0.22%
58,202
+79
135
$13.8M 0.22%
278,969
+3,107
136
$13.7M 0.22%
141,659
-475
137
$13.5M 0.21%
43,958
+883
138
$13.3M 0.21%
31,576
+1,866
139
$13.2M 0.21%
51,513
+2,905
140
$13M 0.21%
320,860
-15,979
141
$12.8M 0.2%
32,981
+582
142
$12.8M 0.2%
38,797
+727
143
$12.7M 0.2%
142,228
+5,189
144
$12.7M 0.2%
151,392
+12,643
145
$12.6M 0.2%
69,016
+8,889
146
$12.4M 0.2%
116,279
-2,211
147
$12.4M 0.2%
81,362
+5,492
148
$12.3M 0.2%
64,412
+1,009
149
$12.2M 0.19%
+99,725
150
$12.1M 0.19%
48,322
+4
4 5
6
7 8