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
176
$8.41M 0.15%
42,246
-6,047
177
$8.36M 0.15%
62,772
+1,043
178
$8.25M 0.15%
325,038
+11,619
179
$8.22M 0.15%
202,083
+4,215
180
$8.16M 0.15%
75,748
-8,841
181
$8.08M 0.15%
181,659
-41,794
182
$7.64M 0.14%
158,800
+9,085
183
$7.62M 0.14%
55,757
-60
184
$7.6M 0.14%
197,672
-2,472
185
$7.58M 0.14%
115,202
-25,092
186
$7.57M 0.14%
105,917
-22,076
187
$7.46M 0.14%
188,478
+10,174
188
$7.08M 0.13%
176,186
+89,220
189
$6.99M 0.13%
114,220
+81,215
190
$6.99M 0.13%
45,257
+2,742
191
$6.87M 0.13%
59,621
+255
192
$6.8M 0.12%
320,841
+24,093
193
$6.77M 0.12%
67,880
-2,688
194
$6.73M 0.12%
284,984
+4,564
195
$6.71M 0.12%
50,041
+2,395
196
$6.55M 0.12%
85,746
+3,538
197
$6.54M 0.12%
192,153
-658
198
$6.39M 0.12%
226,717
-871
199
$6.39M 0.12%
64,455
+5,850
200
$6.35M 0.12%
17,802
+3,725
6 7
8
9 10