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
176
$9.84M 0.16%
26,307
-1,858
177
$9.82M 0.16%
+341,616
178
$9.78M 0.16%
218,537
+7,881
179
$9.57M 0.15%
69,903
-2,923
180
$9.56M 0.15%
+31,887
181
$9.4M 0.15%
43,595
+1,018
182
$9.34M 0.15%
21,180
+14,027
183
$9.23M 0.15%
220,926
-208,076
184
$9.22M 0.15%
133,980
+9,699
185
$9.18M 0.15%
36,713
+147
186
$9.17M 0.15%
171,337
+12,995
187
$9.11M 0.14%
62,322
+39,163
188
$8.78M 0.14%
150,117
-3,477
189
$8.77M 0.14%
33,406
-73
190
$8.75M 0.14%
232,558
-4,882
191
$8.7M 0.14%
61,650
-5,108
192
$8.63M 0.14%
104,877
+5,891
193
$8.61M 0.14%
46,182
+2,051
194
$8.57M 0.14%
134,970
+64,672
195
$8.49M 0.13%
73,311
+3,983
196
$8.38M 0.13%
46,029
-519
197
$8.27M 0.13%
35,263
+2,918
198
$8.27M 0.13%
56,811
-2,927
199
$8.22M 0.13%
317,226
+1,869
200
$8.08M 0.13%
30,443
+1,538
6 7
8
9 10