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
301
$4.68M 0.06%
75,929
-6,514
302
$4.67M 0.06%
27,488
+16,623
303
$4.62M 0.06%
+185,954
304
$4.6M 0.06%
58,563
305
$4.59M 0.06%
55,141
+1,689
306
$4.56M 0.06%
206,311
+194,989
307
$4.49M 0.06%
58,571
-1,974
308
$4.45M 0.06%
39,352
-55
309
$4.43M 0.06%
110,773
+2,360
310
$4.36M 0.06%
19,743
+7,490
311
$4.36M 0.06%
36,486
+352
312
$4.35M 0.06%
50,862
+7,928
313
$4.34M 0.06%
92,062
-7,927
314
$4.34M 0.06%
197,047
+49,029
315
$4.33M 0.06%
9,309
+1,973
316
$4.32M 0.06%
7,392
+6,473
317
$4.27M 0.06%
16,826
+7,652
318
$4.19M 0.06%
29,524
+20,843
319
$4.18M 0.06%
89,245
+2,298
320
$4.11M 0.05%
24,157
+10,476
321
$4.1M 0.05%
20,804
+7,395
322
$4.1M 0.05%
14,153
+3,710
323
$4.04M 0.05%
21,189
+11,189
324
$4.04M 0.05%
43,117
-3,851
325
$4.03M 0.05%
12,079
-1,514
11 12
13
14 15