CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
1 Year Est. Return
+16.85%
AUM
$8.34B
AUM Growth
+$1.07B
(+15%)
Holding
1,137
Top Buys
| 1 | +$215M | |
| 2 | +$57.2M | |
| 3 | +$43M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$34.8M |
| 5 |
Vanguard Growth ETF
VUG
|
+$34.1M |
Top Sells
| 1 | +$47.5M | |
| 2 | +$26.4M | |
| 3 | +$25.3M | |
| 4 |
Honeywell
HON
|
+$22.1M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$20M |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 7.24% |
| 3 | Financials | 7.15% |
| 4 | Industrials | 5.48% |
| 5 | Consumer Discretionary | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Corteva
CTVA
$45B
| $7.74M | 0.09% |
123,065
+13,801
|
|
||
252
Walmart
WMT
$889B
| $7.61M | 0.09% |
86,706
+39,668
|
|
||
253
Citigroup
C
$184B
| $7.52M | 0.09% |
105,762
+8,790
|
|
||
254
Invesco Global Water ETF
PIO
$275M
| $7.43M | 0.09% |
185,107
+4,447
|
|
||
255
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.32B
| $7.4M | 0.09% |
43,499
+455
|
|
||
256
Tesla
TSLA
$1.43T
| $7.39M | 0.09% |
28,196
+19,607
|
|
||
257
Calix
CALX
$3.62B
| $7.37M | 0.09% |
208,017
+57,400
|
|
||
258
Boot Barn
BOOT
$5.95B
| $7.37M | 0.09% |
68,601
-397
|
|
||
259
Ameris Bancorp
ABCB
$5.2B
| $7.31M | 0.09% |
127,057
+1,615
|
|
||
260
Datadog
DDOG
$55.4B
| $7.3M | 0.09% |
73,605
+71,398
|
|
||
261
WisdomTree International SmallCap Dividend Fund
DLS
$988M
| $7.3M | 0.09% |
110,548
+7,756
|
|
||
262
Safety Insurance
SAFT
$1.12B
| $7.23M | 0.09% |
+91,664
|
|
||
263
Abbott
ABT
$223B
| $7.23M | 0.09% |
54,781
+4,945
|
|
||
264
West Pharmaceutical
WST
$19.7B
| $7.23M | 0.09% |
32,275
-4,681
|
|
||
265
Comfort Systems
FIX
$33.9B
| $7.21M | 0.09% |
22,367
+1,532
|
|
||
266
Vanguard Russell 2000 Value ETF
VTWV
$860M
| $7.21M | 0.09% |
54,149
-1,047
|
|
||
267
Schwab U.S Small- Cap ETF
SCHA
$19.1B
| $7.18M | 0.09% |
306,041
+11,035
|
|
||
268
Vanguard Utilities ETF
VPU
$7.98B
| $7.12M | 0.09% |
41,706
+31,039
|
|
||
269
Nova
NVMI
$9.07B
| $7.05M | 0.08% |
38,225
+1,251
|
|
||
270
Cohen & Steers
CNS
$3.15B
| $7.04M | 0.08% |
87,745
+1,670
|
|
||
271
Sensient Technologies
SXT
$4.06B
| $7.01M | 0.08% |
94,156
+88,041
|
|
||
272
Cigna
CI
$73.1B
| $6.95M | 0.08% |
21,140
+1,543
|
|
||
273
Congress SMid Growth ETF
CSMD
$393M
| $6.84M | 0.08% |
247,317
+45,286
|
|
||
274
Onto Innovation
ONTO
$7.3B
| $6.77M | 0.08% |
55,800
+8,498
|
|
||
275
Dow Inc
DOW
$16.9B
| $6.74M | 0.08% |
192,157
+31,192
|
|