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
$7.5B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$64.5M
3
+$47.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$47.5M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$41.6M

Top Sells

1
+$243M
2
+$37.7M
3
+$33.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$24.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.6M

Sector Composition

1 Technology 14.14%
2 Healthcare 8.12%
3 Industrials 7.47%
4 Financials 6.96%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.37M 0.04%
22,545
+4,831
352
$3.36M 0.04%
29,887
-126,611
353
$3.36M 0.04%
125,210
+7,342
354
$3.34M 0.04%
12,013
+6,696
355
$3.33M 0.04%
14,208
+5,050
356
$3.3M 0.04%
31,619
+22,293
357
$3.3M 0.04%
126,512
-7,104
358
$3.26M 0.04%
60,440
+400
359
$3.22M 0.04%
15,579
+9,751
360
$3.18M 0.04%
40,427
+36,469
361
$3.16M 0.04%
28,638
+10,731
362
$3.15M 0.04%
40,388
+35,163
363
$3.12M 0.04%
34,550
+31,110
364
$3.09M 0.04%
41,166
+9,777
365
$3.06M 0.04%
13,866
-58,718
366
$3.05M 0.04%
13,093
+268
367
$3.01M 0.04%
70,221
+59,816
368
$3.01M 0.04%
27,000
369
$2.99M 0.04%
44,303
-5,917
370
$2.98M 0.04%
+43,221
371
$2.98M 0.04%
45,835
+2,872
372
$2.95M 0.04%
9,237
+337
373
$2.94M 0.04%
64,431
374
$2.92M 0.04%
46,615
-968
375
$2.87M 0.04%
12,115
+4,811
13 14
15
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