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
376
$857K 0.02%
4,472
-2,537
377
$856K 0.02%
+9,521
378
$854K 0.02%
8,878
-325
379
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16,540
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2,956
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381
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11,266
-3,863
382
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383
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-30
384
$808K 0.02%
96,470
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385
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16,168
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386
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2,368
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387
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2,427
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388
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14,357
-1,494
389
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1,181
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390
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391
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392
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26,770
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393
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394
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24,464
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395
$728K 0.02%
2,846
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396
$705K 0.02%
13,630
+7,558
397
$704K 0.02%
7,734
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398
$696K 0.02%
4,530
-88
399
$689K 0.02%
+27,694
400
$688K 0.02%
16,791
+1,121
14 15
16
17 18