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
276
$5.71M 0.08%
124,442
+28,940
277
$5.7M 0.08%
59,533
+450
278
$5.59M 0.07%
62,877
+21,365
279
$5.59M 0.07%
+129,555
280
$5.57M 0.07%
135,837
+4,637
281
$5.56M 0.07%
77,380
+26,618
282
$5.53M 0.07%
6,833
+2,605
283
$5.38M 0.07%
229,340
+469
284
$5.36M 0.07%
255,947
+57,367
285
$5.36M 0.07%
+35,774
286
$5.32M 0.07%
191,943
+708
287
$5.28M 0.07%
48,074
+748
288
$5.26M 0.07%
227,411
+164,135
289
$5.23M 0.07%
131,776
+35,669
290
$5.22M 0.07%
18,391
-15,015
291
$5.17M 0.07%
80,687
+7,914
292
$5.09M 0.07%
99,661
-2,460
293
$5.03M 0.07%
110,054
+45,993
294
$5.01M 0.07%
105,775
-544
295
$5M 0.07%
135,401
+35,141
296
$4.92M 0.07%
20,260
+19,294
297
$4.87M 0.07%
16,715
+487
298
$4.87M 0.06%
236,670
-9,334
299
$4.86M 0.06%
16,321
+13,495
300
$4.85M 0.06%
31,889
+28,682
10 11
12
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