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
$10.3B
AUM Growth
+$1.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$69.4M
3
+$68.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$53M

Top Sells

1
+$251M
2
+$73.7M
3
+$59M
4
COST icon
Costco
COST
+$57.8M
5
GS icon
Goldman Sachs
GS
+$27.3M

Sector Composition

1 Technology 16.8%
2 Financials 7.54%
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
PINS icon
276
Pinterest
PINS
$17.6B
$8.68M 0.08%
+241,915
BOX icon
277
Box
BOX
$4.28B
$8.61M 0.08%
252,032
-980
GDDY icon
278
GoDaddy
GDDY
$17.3B
$8.57M 0.08%
47,574
-12,932
UTI icon
279
Universal Technical Institute
UTI
$1.25B
$8.53M 0.08%
+251,653
CSMD icon
280
Congress SMid Growth ETF
CSMD
$389M
$8.48M 0.08%
272,040
+24,723
PIO icon
281
Invesco Global Water ETF
PIO
$278M
$8.47M 0.08%
189,558
+4,451
MMSI icon
282
Merit Medical Systems
MMSI
$5.13B
$8.44M 0.08%
90,244
-1,649
GRMN icon
283
Garmin
GRMN
$37.6B
$8.35M 0.08%
39,994
-8,598
DLS icon
284
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$8.33M 0.08%
110,966
+418
COR icon
285
Cencora
COR
$71.6B
$8.13M 0.08%
27,116
+17,466
SCHA icon
286
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$8.13M 0.08%
321,415
+15,374
FLCH icon
287
Franklin FTSE China ETF
FLCH
$237M
$8.13M 0.08%
374,436
+416
COF icon
288
Capital One
COF
$139B
$8.12M 0.08%
38,184
+5,861
DDOG icon
289
Datadog
DDOG
$56.1B
$8.12M 0.08%
60,481
-13,124
ABCB icon
290
Ameris Bancorp
ABCB
$5.18B
$8.09M 0.08%
125,071
-1,986
MCK icon
291
McKesson
MCK
$109B
$8.07M 0.08%
11,008
+8,130
APD icon
292
Air Products & Chemicals
APD
$58.1B
$7.92M 0.08%
28,092
+8,977
KMB icon
293
Kimberly-Clark
KMB
$36.2B
$7.92M 0.08%
61,457
+26,560
BAH icon
294
Booz Allen Hamilton
BAH
$10.1B
$7.88M 0.08%
75,686
-11,899
LMAT icon
295
LeMaitre Vascular
LMAT
$1.88B
$7.87M 0.08%
94,779
-2,483
BCPC
296
Balchem Corp
BCPC
$5.06B
$7.87M 0.08%
49,425
-983
IHDG icon
297
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.29B
$7.83M 0.08%
173,847
-5,610
MDY icon
298
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$7.81M 0.08%
13,794
+2,316
VBK icon
299
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$7.74M 0.08%
27,932
-10,323
SCHG icon
300
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$7.68M 0.07%
263,011
+47,187
10 11
12
13 14