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
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.25M 0.03%
18,354
+1,102
352
$1.24M 0.03%
1,424
+15
353
$1.22M 0.03%
7,676
+448
354
$1.22M 0.03%
36,165
355
$1.22M 0.03%
11,738
+137
356
$1.2M 0.02%
43,884
+32,934
357
$1.17M 0.02%
33,438
-504
358
$1.12M 0.02%
3,950
-168
359
$1.11M 0.02%
46,418
-7,298
360
$1.11M 0.02%
9,470
+7,614
361
$1.11M 0.02%
11,811
+1,954
362
$1.11M 0.02%
16,715
-691
363
$1.1M 0.02%
10,743
+2,034
364
$1.09M 0.02%
47,861
-569
365
$1.09M 0.02%
5,339
+43
366
$1.09M 0.02%
5,353
+1,779
367
$1.07M 0.02%
24,140
+3,485
368
$1.07M 0.02%
28,310
+5,580
369
$1.05M 0.02%
10,500
-17
370
$1.05M 0.02%
4,910
+371
371
$1.05M 0.02%
2,405
+42
372
$1.03M 0.02%
11,360
+1,806
373
$1.01M 0.02%
1,707
+143
374
$984K 0.02%
5,008
-1,849
375
$982K 0.02%
9,733
+1,128
13 14
15
16 17