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
301
$2.01M 0.04%
4,846
+1,808
302
$2M 0.04%
24,641
+862
303
$1.97M 0.04%
79,888
+9,888
304
$1.96M 0.04%
84,808
+3,837
305
$1.95M 0.04%
5,173
+45
306
$1.95M 0.04%
+25,926
307
$1.93M 0.04%
22,975
-3,574
308
$1.93M 0.04%
32,672
+3,233
309
$1.89M 0.04%
+22,014
310
$1.89M 0.04%
35,307
+983
311
$1.89M 0.04%
33,005
+2,480
312
$1.85M 0.04%
48,548
+3,514
313
$1.85M 0.04%
25,034
+16,720
314
$1.85M 0.04%
42,147
+5,649
315
$1.84M 0.04%
108,164
-26
316
$1.72M 0.04%
58,242
+12,016
317
$1.71M 0.04%
10,745
+1,070
318
$1.71M 0.04%
43,857
+3,688
319
$1.7M 0.04%
10,529
+943
320
$1.69M 0.04%
52,379
+5,025
321
$1.68M 0.03%
24,743
+916
322
$1.68M 0.03%
11,973
+1,501
323
$1.67M 0.03%
2,590
+2,112
324
$1.63M 0.03%
62,981
-11,770
325
$1.63M 0.03%
16,166
-1,870
11 12
13
14 15