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
SKY icon
351
Champion Homes
SKY
$4.79B
$6.03M 0.06%
96,289
-2,502
IVW icon
352
iShares S&P 500 Growth ETF
IVW
$66.8B
$6.01M 0.06%
54,546
+9,719
SPEM icon
353
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$5.96M 0.06%
139,418
-11,348
CPRT icon
354
Copart
CPRT
$37.7B
$5.94M 0.06%
121,095
-217,951
IWO icon
355
iShares Russell 2000 Growth ETF
IWO
$13.1B
$5.92M 0.06%
20,700
-3,305
BKLN icon
356
Invesco Senior Loan ETF
BKLN
$6.34B
$5.91M 0.06%
282,677
-14,273
TSM icon
357
TSMC
TSM
$1.51T
$5.91M 0.06%
26,095
+1,748
CAML icon
358
Congress Large Cap Growth ETF
CAML
$338M
$5.7M 0.06%
155,305
+19,954
IRM icon
359
Iron Mountain
IRM
$25.5B
$5.64M 0.05%
54,950
+25,391
DHR icon
360
Danaher
DHR
$160B
$5.63M 0.05%
28,492
+968
DOW icon
361
Dow Inc
DOW
$17B
$5.62M 0.05%
212,070
+19,913
PEP icon
362
PepsiCo
PEP
$203B
$5.61M 0.05%
42,458
+4,527
CMDY icon
363
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$303M
$5.47M 0.05%
+108,421
QQQM icon
364
Invesco NASDAQ 100 ETF
QQQM
$70.1B
$5.46M 0.05%
24,025
+3,039
USB icon
365
US Bancorp
USB
$76.2B
$5.43M 0.05%
119,983
+47,201
VMI icon
366
Valmont Industries
VMI
$8.14B
$5.38M 0.05%
16,482
+2,426
COHR icon
367
Coherent
COHR
$25.8B
$5.34M 0.05%
59,806
+31,389
TT icon
368
Trane Technologies
TT
$93.5B
$5.32M 0.05%
12,164
+8,028
KVUE icon
369
Kenvue
KVUE
$33.2B
$5.29M 0.05%
252,980
+110,040
BIV icon
370
Vanguard Intermediate-Term Bond ETF
BIV
$26.5B
$5.28M 0.05%
68,223
-1,308
SIRI icon
371
SiriusXM
SIRI
$7.16B
$5.27M 0.05%
229,406
+115,320
DE icon
372
Deere & Co
DE
$126B
$5.24M 0.05%
10,309
+1,710
VFH icon
373
Vanguard Financials ETF
VFH
$13B
$5.23M 0.05%
41,103
+8,751
WHR icon
374
Whirlpool
WHR
$4.34B
$5.15M 0.05%
50,823
+23,355
IYK icon
375
iShares US Consumer Staples ETF
IYK
$1.32B
$5.14M 0.05%
72,925
+809
13 14
15
16 17