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
$4.58B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$48.8M
3
+$38.4M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$38M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$18.2M

Top Sells

1
+$42.1M
2
+$37.4M
3
+$34M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$31.4M

Sector Composition

1 Technology 13.46%
2 Healthcare 8.54%
3 Industrials 6.65%
4 Consumer Discretionary 4.82%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.02M 0.02%
10,147
-9,687
352
$999K 0.02%
24,378
+2,796
353
$996K 0.02%
19,816
+2,806
354
$993K 0.02%
29,324
-1,415
355
$990K 0.02%
39,138
-2,510
356
$967K 0.02%
+18,252
357
$948K 0.02%
14,756
+2,401
358
$947K 0.02%
+64,012
359
$941K 0.02%
8,732
+1,461
360
$938K 0.02%
+6,246
361
$936K 0.02%
4,778
+670
362
$936K 0.02%
9,450
+17
363
$927K 0.02%
8,487
+7,051
364
$919K 0.02%
12,032
-1,402
365
$916K 0.02%
1,966
-58
366
$904K 0.02%
5,602
-252
367
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7,022
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368
$891K 0.02%
37,191
-20,363
369
$886K 0.02%
+745
370
$878K 0.02%
5,058
-1,582
371
$876K 0.02%
8,090
-8,190
372
$875K 0.02%
7,172
-284
373
$872K 0.02%
3,493
-469
374
$871K 0.02%
12,421
+4,961
375
$859K 0.02%
29,264
-2,156
13 14
15
16 17