We are live on
!
Find out more
CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
This Quarter
Est. Return
+9.8%
1 Year Est. Return
+16.85%
3 Year Est. Return
+69.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$1.98B
(+24%)
Cap. Flow
+$1.26B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$347M |
| 2 |
Vanguard Total Bond Market
BND
|
+$68.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$67.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$220M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$73M |
| 3 |
Costco
COST
|
+$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 | 4.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Pinterest
PINS
$13.1B
| $8.68M | 0.08% |
+241,915
| New | +$7.34M |
|
277
Box
BOX
$4.27B
| $8.61M | 0.08% |
252,032
-980
| -0.4% | -$32.1K |
|
278
GoDaddy
GDDY
$12.2B
| $8.57M | 0.08% |
47,574
-12,932
| -21% | -$2.32M |
|
279
Universal Technical Institute
UTI
$2.25B
| $8.53M | 0.08% |
+251,653
| New | +$7.9M |
|
280
Congress SMid Growth ETF
CSMD
$466M
| $8.48M | 0.08% |
272,040
+24,723
| +10% | +$719K |
|
281
Invesco Global Water ETF
PIO
$273M
| $8.47M | 0.08% |
189,558
+4,451
| +2% | +$186K |
|
282
Merit Medical Systems
MMSI
$4.5B
| $8.44M | 0.08% |
90,244
-1,649
| -2% | -$156K |
|
|
GRMN
283
Garmin
GRMN
$47.8B
| $8.35M | 0.08% |
39,994
-8,598
| -18% | -$1.71M |
|
284
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
| $8.33M | 0.08% |
110,966
+418
| +0.4% | +$29.3K |
|
285
Cencora
COR
$58.7B
| $8.13M | 0.08% |
27,116
+17,466
| +181% | +$5.03M |
|
286
Schwab U.S Small- Cap ETF
SCHA
$23B
| $8.13M | 0.08% |
321,415
+15,374
| +5% | +$363K |
|
287
Franklin FTSE China ETF
FLCH
$269M
| $8.13M | 0.08% |
374,436
+416
| +0.1% | +$8.67K |
|
288
Capital One
COF
$131B
| $8.12M | 0.08% |
38,184
+5,861
| +18% | +$1.09M |
|
289
Datadog
DDOG
$93.1B
| $8.12M | 0.08% |
60,481
-13,124
| -18% | -$1.45M |
|
290
Ameris Bancorp
ABCB
$6.21B
| $8.09M | 0.08% |
125,071
-1,986
| -2% | -$118K |
|
291
McKesson
MCK
$96.2B
| $8.07M | 0.08% |
11,008
+8,130
| +282% | +$5.74M |
|
292
Air Products & Chemicals
APD
$65B
| $7.92M | 0.08% |
28,092
+8,977
| +47% | +$2.46M |
|
293
Kimberly-Clark
KMB
$36B
| $7.92M | 0.08% |
61,457
+26,560
| +76% | +$3.6M |
|
294
Booz Allen Hamilton
BAH
$7.61B
| $7.88M | 0.08% |
75,686
-11,899
| -14% | -$1.33M |
|
295
LeMaitre Vascular
LMAT
$2.37B
| $7.87M | 0.08% |
94,779
-2,483
| -3% | -$208K |
|
|
BCPC
296
Balchem Corp
BCPC
$5.32B
| $7.87M | 0.08% |
49,425
-983
| -2% | -$159K |
|
297
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
| $7.83M | 0.08% |
173,847
-5,610
| -3% | -$246K |
|
298
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.5B
| $7.81M | 0.08% |
13,794
+2,316
| +20% | +$1.24M |
|
299
Vanguard Small-Cap Growth ETF
VBK
$23.7B
| $7.74M | 0.08% |
27,932
-10,323
| -27% | -$2.66M |
|
300
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
| $7.68M | 0.07% |
263,011
+47,187
| +22% | +$1.25M |
|
Similar funds
CM
CIA
AWS
FHA
MME
MC
NFC
AAS