CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
1 Year Est. Return
+16.85%
AUM
$10.3B
AUM Growth
+$1.98B
(+24%)
Holding
1,225
Top Buys
| 1 | +$347M | |
| 2 | +$68.5M | |
| 3 | +$67.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 | +$220M | |
| 2 | +$73M | |
| 3 | +$58M | |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
Goldman Sachs
GS
|
+$22.4M |
Sector Composition
| 1 | Technology | 16.8% |
| 2 | Financials | 7.55% |
| 3 | Industrials | 6.01% |
| 4 | Healthcare | 5.77% |
| 5 | Communication Services | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fair Isaac
FICO
$33.4B
| $9.72M | 0.09% |
5,316
+4,449
|
|
||
252
Integer Holdings
ITGR
$2.98B
| $9.72M | 0.09% |
79,012
-1,823
|
|
||
253
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
| $9.7M | 0.09% |
176,126
-9,729
|
|
||
254
iShares Russell 2000 Value ETF
IWN
$12.9B
| $9.61M | 0.09% |
60,935
+21,648
|
|
||
255
iShares MSCI ACWI ETF
ACWI
$29B
| $9.61M | 0.09% |
74,701
+37,042
|
|
||
256
Texas Roadhouse
TXRH
$12.1B
| $9.49M | 0.09% |
50,646
-11,472
|
|
||
257
Corteva
CTVA
$53.9B
| $9.49M | 0.09% |
127,318
+4,253
|
|
||
258
Pure Storage
PSTG
$21.2B
| $9.49M | 0.09% |
164,768
-43,693
|
|
||
259
Berkshire Hathaway Class A
BRK.A
$1.09T
| $9.47M | 0.09% |
13
+2
|
|
||
260
Honeywell
HON
$155B
| $9.4M | 0.09% |
40,374
+3,732
|
|
||
261
Axon Enterprise
AXON
$43.6B
| $9.37M | 0.09% |
11,320
-129
|
|
||
262
United Rentals
URI
$52.9B
| $9.34M | 0.09% |
12,402
+6,274
|
|
||
263
Vanguard Utilities ETF
VPU
$8.82B
| $9.3M | 0.09% |
52,667
+10,961
|
|
||
264
AptarGroup
ATR
$9.25B
| $9.25M | 0.09% |
59,118
-15,848
|
|
||
265
Fastenal
FAST
$52.9B
| $9.21M | 0.09% |
219,388
+212,324
|
|
||
266
Bank of America
BAC
$359B
| $9.19M | 0.09% |
194,244
+54,296
|
|
||
267
Novartis
NVS
$322B
| $9.12M | 0.09% |
75,340
+26,009
|
|
||
268
Altria Group
MO
$116B
| $9.05M | 0.09% |
154,334
+2,183
|
|
||
269
Houlihan Lokey
HLI
$11.4B
| $8.99M | 0.09% |
49,941
-13,809
|
|
||
270
Automatic Data Processing
ADP
$86.3B
| $8.95M | 0.09% |
29,025
-146
|
|
||
271
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
| $8.89M | 0.09% |
94,783
-311
|
|
||
|
CSW
272
CSW Industrials
CSW
$4.85B
| $8.88M | 0.09% |
30,965
-746
|
|
||
273
Crane NXT
CXT
$2.77B
| $8.86M | 0.09% |
164,414
+50,612
|
|
||
274
Fortinet
FTNT
$58.8B
| $8.69M | 0.08% |
82,170
-6,001
|
|
||
275
Deckers Outdoor
DECK
$16.6B
| $8.68M | 0.08% |
84,212
-9,630
|
|