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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 | |
|---|---|---|---|---|---|---|
351
Champion Homes
SKY
$4.64B
| $6.03M | 0.06% |
96,289
-2,502
| -3% | -$195K |
|
352
iShares S&P 500 Growth ETF
IVW
$74.8B
| $6.01M | 0.06% |
54,546
+9,719
| +22% | +$962K |
|
353
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
| $5.96M | 0.06% |
139,418
-11,348
| -8% | -$458K |
|
354
Copart
CPRT
$25.9B
| $5.94M | 0.06% |
121,095
-217,951
| -64% | -$12.2M |
|
355
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $5.92M | 0.06% |
20,700
-3,305
| -14% | -$870K |
|
356
Invesco Senior Loan ETF
BKLN
$7.19B
| $5.91M | 0.06% |
282,677
-14,273
| -5% | -$296K |
|
357
TSMC
TSM
$2.14T
| $5.91M | 0.06% |
26,095
+1,748
| +7% | +$324K |
|
358
Congress Large Cap Growth ETF
CAML
$381M
| $5.7M | 0.06% |
155,305
+19,954
| +15% | +$667K |
|
359
Iron Mountain
IRM
$36.9B
| $5.64M | 0.05% |
54,950
+25,391
| +86% | +$2.39M |
|
360
Danaher
DHR
$145B
| $5.63M | 0.05% |
28,492
+968
| +4% | +$188K |
|
361
Dow Inc
DOW
$21.3B
| $5.62M | 0.05% |
212,070
+19,913
| +10% | +$579K |
|
362
PepsiCo
PEP
$187B
| $5.61M | 0.05% |
42,458
+4,527
| +12% | +$610K |
|
363
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$554M
| $5.47M | 0.05% |
+108,421
| New | +$5.45M |
|
364
Invesco NASDAQ 100 ETF
QQQM
$98.4B
| $5.46M | 0.05% |
24,025
+3,039
| +14% | +$622K |
|
365
US Bancorp
USB
$98.7B
| $5.43M | 0.05% |
119,983
+47,201
| +65% | +$1.98M |
|
366
Valmont Industries
VMI
$10.6B
| $5.38M | 0.05% |
16,482
+2,426
| +17% | +$744K |
|
367
Coherent
COHR
$55.4B
| $5.34M | 0.05% |
59,806
+31,389
| +110% | +$2.26M |
|
368
Trane Technologies
TT
$105B
| $5.32M | 0.05% |
12,164
+8,028
| +194% | +$3.17M |
|
369
Kenvue
KVUE
$36.4B
| $5.29M | 0.05% |
252,980
+110,040
| +77% | +$2.5M |
|
370
Vanguard Intermediate-Term Bond ETF
BIV
$29B
| $5.28M | 0.05% |
68,223
-1,308
| -2% | -$99.6K |
|
371
SiriusXM
SIRI
$10.5B
| $5.27M | 0.05% |
229,406
+115,320
| +101% | +$2.48M |
|
372
Deere & Co
DE
$161B
| $5.24M | 0.05% |
10,309
+1,710
| +20% | +$837K |
|
373
Vanguard Financials ETF
VFH
$13.4B
| $5.23M | 0.05% |
41,103
+8,751
| +27% | +$1.04M |
|
374
Whirlpool
WHR
$2.56B
| $5.15M | 0.05% |
50,823
+23,355
| +85% | +$1.94M |
|
375
iShares US Consumer Staples ETF
IYK
$1.38B
| $5.14M | 0.05% |
72,925
+809
| +1% | +$57K |
|
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