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
$7.5B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$64.5M
3
+$47.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$47.5M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$41.6M

Top Sells

1
+$243M
2
+$37.7M
3
+$33.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$24.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.6M

Sector Composition

1 Technology 14.14%
2 Healthcare 8.12%
3 Industrials 7.47%
4 Financials 6.96%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.04M 0.12%
90,321
+2,071
227
$8.87M 0.12%
93,554
+1,048
228
$8.84M 0.12%
33,074
-3,639
229
$8.7M 0.12%
88,026
+4,613
230
$8.68M 0.12%
+78,790
231
$8.5M 0.11%
48,318
+2,586
232
$8.48M 0.11%
99,866
+141
233
$8.3M 0.11%
294,552
-22,674
234
$8.2M 0.11%
62,351
+701
235
$8.16M 0.11%
55,458
-710
236
$8.12M 0.11%
217,858
+39,495
237
$7.81M 0.1%
49,145
+13,790
238
$7.8M 0.1%
54,787
+21,421
239
$7.8M 0.1%
+180,946
240
$7.78M 0.1%
81,069
+1,637
241
$7.66M 0.1%
196,355
+1,532
242
$7.48M 0.1%
83,635
+2,588
243
$7.44M 0.1%
119,274
+3,328
244
$7.44M 0.1%
288,852
+4,820
245
$7.42M 0.1%
64,528
+38,408
246
$7.4M 0.1%
35,532
+269
247
$7.38M 0.1%
174,609
+48,269
248
$7.29M 0.1%
54,702
+2,075
249
$7.26M 0.1%
93,631
+2,299
250
$7.26M 0.1%
+42,219
8 9
10
11 12