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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 | |
|---|---|---|---|---|---|---|
326
Interface
TILE
$1.99B
| $6.86M | 0.07% |
327,903
+14,981
| +5% | +$297K |
|
327
Moog Inc Class A
MOG.A
$12.4B
| $6.86M | 0.07% |
37,896
-800
| -2% | -$140K |
|
328
CrowdStrike
CRWD
$208B
| $6.84M | 0.07% |
53,744
+10,128
| +23% | +$1.1M |
|
329
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $6.73M | 0.07% |
72,611
+28,012
| +63% | +$2.52M |
|
330
SPS Commerce
SPSC
$2.38B
| $6.65M | 0.06% |
48,828
-77,379
| -61% | -$10.7M |
|
|
JBTM
331
JBT Marel
JBTM
$7.18B
| $6.6M | 0.06% |
+54,898
| New | +$6.13M |
|
332
Fidelity Total Bond ETF
FBND
$26.9B
| $6.59M | 0.06% |
144,076
-2,613
| -2% | -$118K |
|
333
Cohen & Steers
CNS
$4.1B
| $6.52M | 0.06% |
86,498
-1,247
| -1% | -$95.8K |
|
334
Inspire Medical Systems
INSP
$1.51B
| $6.48M | 0.06% |
49,960
+15,576
| +45% | +$2.26M |
|
335
BJs Wholesale Club
BJ
$11.9B
| $6.46M | 0.06% |
59,900
+2,604
| +5% | +$297K |
|
336
Federal Signal
FSS
$7.38B
| $6.43M | 0.06% |
+60,380
| New | +$5.38M |
|
337
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$712M
| $6.43M | 0.06% |
133,034
-2,274
| -2% | -$98.1K |
|
338
Schwab US Mid-Cap ETF
SCHM
$14.7B
| $6.41M | 0.06% |
228,624
-1,836
| -0.8% | -$48.4K |
|
339
Union Pacific
UNP
$176B
| $6.38M | 0.06% |
27,749
+508
| +2% | +$113K |
|
340
iShares MBS ETF
MBB
$39.3B
| $6.38M | 0.06% |
67,938
+15,495
| +30% | +$1.44M |
|
341
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.69B
| $6.31M | 0.06% |
125,731
+7,693
| +7% | +$376K |
|
342
MSCI
MSCI
$45.8B
| $6.21M | 0.06% |
10,772
+211
| +2% | +$117K |
|
343
iShares US Treasury Bond ETF
GOVT
$43.5B
| $6.19M | 0.06% |
269,152
+10,927
| +4% | +$249K |
|
344
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
| $6.16M | 0.06% |
61,517
+472
| +0.8% | +$47.2K |
|
345
T-Mobile US
TMUS
$206B
| $6.16M | 0.06% |
25,857
+13,910
| +116% | +$3.4M |
|
346
iShares Core Dividend Growth ETF
DGRO
$42.2B
| $6.13M | 0.06% |
95,908
+1,872
| +2% | +$114K |
|
347
United Parcel Service
UPS
$98.3B
| $6.12M | 0.06% |
60,614
+27,855
| +85% | +$2.74M |
|
348
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.93B
| $6.1M | 0.06% |
+76,060
| New | +$5.66M |
|
349
Insulet
PODD
$11.6B
| $6.08M | 0.06% |
19,336
+923
| +5% | +$266K |
|
350
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$676M
| $6.03M | 0.06% |
116,026
-7,561
| -6% | -$373K |
|
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