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
251
$7.2M 0.1%
35,646
+701
252
$7.11M 0.09%
170,199
+55,447
253
$7.04M 0.09%
+101,949
254
$6.91M 0.09%
10
+3
255
$6.9M 0.09%
183,753
+9,273
256
$6.86M 0.09%
+170,553
257
$6.79M 0.09%
337,859
+15,098
258
$6.6M 0.09%
159,947
+12,070
259
$6.52M 0.09%
310,096
-14,054
260
$6.49M 0.09%
115,690
+6,409
261
$6.46M 0.09%
+75,765
262
$6.45M 0.09%
54,307
+11,307
263
$6.38M 0.09%
202,340
+79,350
264
$6.36M 0.08%
+194,172
265
$6.29M 0.08%
69,889
+38,053
266
$6.27M 0.08%
106,680
+29,413
267
$6.25M 0.08%
188,086
-6,065
268
$6.15M 0.08%
36,888
-44,474
269
$6.04M 0.08%
52,945
+12,409
270
$5.92M 0.08%
70,608
+41,757
271
$5.88M 0.08%
140,749
-80,177
272
$5.85M 0.08%
34,125
+15,950
273
$5.82M 0.08%
59,765
+47,276
274
$5.78M 0.08%
57,657
-12,850
275
$5.72M 0.08%
+130,585
9 10
11
12 13