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
LMT icon
376
Lockheed Martin
LMT
$106B
$5.14M 0.05%
11,093
-309
KNSL icon
377
Kinsale Capital Group
KNSL
$8.95B
$5.12M 0.05%
10,579
+103
COIN icon
378
Coinbase
COIN
$73.6B
$5.11M 0.05%
14,578
+10,960
GVI icon
379
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$5.11M 0.05%
47,822
+5,746
LKQ icon
380
LKQ Corp
LKQ
$7.6B
$5.1M 0.05%
137,784
+20,236
GSLC icon
381
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$5.07M 0.05%
41,739
+32,544
SNA icon
382
Snap-on
SNA
$17.7B
$5.05M 0.05%
16,223
+9,493
YETI icon
383
Yeti Holdings
YETI
$3.23B
$5.04M 0.05%
160,051
+2,565
VMBS icon
384
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.5B
$5.01M 0.05%
108,132
+1,676
PTC icon
385
PTC
PTC
$21B
$4.96M 0.05%
28,797
+1,013
MS icon
386
Morgan Stanley
MS
$270B
$4.95M 0.05%
35,125
+5,609
SU icon
387
Suncor Energy
SU
$53.8B
$4.94M 0.05%
131,856
+62,307
BLK icon
388
Blackrock
BLK
$162B
$4.93M 0.05%
4,701
+1,754
IJS icon
389
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$4.88M 0.05%
49,061
+43,001
AVT icon
390
Avnet
AVT
$3.86B
$4.85M 0.05%
91,281
+43,625
TRV icon
391
Travelers Companies
TRV
$65.3B
$4.81M 0.05%
17,969
+6,104
VDE icon
392
Vanguard Energy ETF
VDE
$7.24B
$4.79M 0.05%
40,225
-31,836
PGR icon
393
Progressive
PGR
$134B
$4.78M 0.05%
17,944
+6,983
DUOL icon
394
Duolingo
DUOL
$8.85B
$4.74M 0.05%
11,571
+947
MDB icon
395
MongoDB
MDB
$27B
$4.71M 0.05%
22,426
+2,347
EMLC icon
396
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.13B
$4.66M 0.05%
183,992
+114,153
DBND icon
397
DoubleLine Opportunistic Bond ETF
DBND
$585M
$4.65M 0.05%
100,599
+2,906
GEV icon
398
GE Vernova
GEV
$163B
$4.63M 0.04%
8,745
+531
DLN icon
399
WisdomTree US LargeCap Dividend Fund
DLN
$5.55B
$4.63M 0.04%
56,332
-958
MRVL icon
400
Marvell Technology
MRVL
$77.1B
$4.62M 0.04%
59,693
+6,163
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