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
$10.3B
AUM Growth
+$1.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$69.4M
3
+$68.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$53M

Top Sells

1
+$251M
2
+$73.7M
3
+$59M
4
COST icon
Costco
COST
+$57.8M
5
GS icon
Goldman Sachs
GS
+$27.3M

Sector Composition

1 Technology 16.8%
2 Financials 7.54%
3 Industrials 6.01%
4 Healthcare 5.77%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TILE icon
326
Interface
TILE
$1.63B
$6.86M 0.07%
327,903
+14,981
MOG.A icon
327
Moog Inc Class A
MOG.A
$7.28B
$6.86M 0.07%
37,896
-800
CRWD icon
328
CrowdStrike
CRWD
$128B
$6.84M 0.07%
13,436
+2,532
EMB icon
329
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$6.73M 0.07%
72,611
+28,012
SPSC icon
330
SPS Commerce
SPSC
$3.14B
$6.65M 0.06%
48,828
-77,379
JBTM
331
JBT Marel
JBTM
$7.3B
$6.6M 0.06%
+54,898
FBND icon
332
Fidelity Total Bond ETF
FBND
$22.8B
$6.59M 0.06%
144,076
-2,613
CNS icon
333
Cohen & Steers
CNS
$3.23B
$6.52M 0.06%
86,498
-1,247
INSP icon
334
Inspire Medical Systems
INSP
$3.61B
$6.48M 0.06%
49,960
+15,576
BJ icon
335
BJs Wholesale Club
BJ
$11.7B
$6.46M 0.06%
59,900
+2,604
FSS icon
336
Federal Signal
FSS
$6.93B
$6.43M 0.06%
+60,380
ROBT icon
337
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$657M
$6.43M 0.06%
133,034
-2,274
SCHM icon
338
Schwab US Mid-Cap ETF
SCHM
$12.2B
$6.41M 0.06%
228,624
-1,836
UNP icon
339
Union Pacific
UNP
$138B
$6.38M 0.06%
27,749
+508
MBB icon
340
iShares MBS ETF
MBB
$39.4B
$6.38M 0.06%
67,938
+15,495
IGLB icon
341
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.75B
$6.31M 0.06%
125,731
+7,693
MSCI icon
342
MSCI
MSCI
$42.4B
$6.21M 0.06%
10,772
+211
GOVT icon
343
iShares US Treasury Bond ETF
GOVT
$33.4B
$6.19M 0.06%
269,152
+10,927
GBIL icon
344
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.5B
$6.16M 0.06%
61,517
+472
TMUS icon
345
T-Mobile US
TMUS
$234B
$6.16M 0.06%
25,857
+13,910
DGRO icon
346
iShares Core Dividend Growth ETF
DGRO
$35.6B
$6.13M 0.06%
95,908
+1,872
UPS icon
347
United Parcel Service
UPS
$81.3B
$6.12M 0.06%
60,614
+27,855
IMCG icon
348
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.11B
$6.1M 0.06%
+76,060
PODD icon
349
Insulet
PODD
$23B
$6.08M 0.06%
19,336
+923
XSVM icon
350
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$583M
$6.03M 0.06%
116,026
-7,561
12 13
14
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