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
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.49M 0.05%
+27,941
277
$2.49M 0.05%
26,640
-2,174
278
$2.46M 0.05%
8,204
+2,376
279
$2.44M 0.05%
53,461
+8,000
280
$2.42M 0.05%
11,990
+1,210
281
$2.4M 0.05%
+57,781
282
$2.38M 0.05%
26,107
+22,030
283
$2.38M 0.05%
94,244
-16,480
284
$2.34M 0.05%
46,227
+9,172
285
$2.33M 0.05%
46,310
+4,439
286
$2.31M 0.05%
16,310
+1,503
287
$2.29M 0.05%
13,954
+1,118
288
$2.28M 0.05%
5,750
+1,112
289
$2.24M 0.05%
75,407
+16,229
290
$2.21M 0.05%
57,061
+10,094
291
$2.2M 0.05%
28,330
-9,372
292
$2.18M 0.05%
10,269
+2,967
293
$2.16M 0.04%
44,598
-590
294
$2.15M 0.04%
11,006
+834
295
$2.15M 0.04%
+118,320
296
$2.12M 0.04%
35,825
-2,720
297
$2.1M 0.04%
+30,102
298
$2.09M 0.04%
4,708
299
$2.08M 0.04%
42,627
-1,520
300
$2.07M 0.04%
93,462
-601,844
10 11
12
13 14