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
376
$978K 0.02%
+6,285
377
$976K 0.02%
29,019
+3,529
378
$976K 0.02%
28,648
+38
379
$971K 0.02%
4,414
-42
380
$962K 0.02%
+32,817
381
$958K 0.02%
40,137
-65
382
$958K 0.02%
3,908
+2,893
383
$957K 0.02%
12,226
-444
384
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22,726
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385
$914K 0.02%
7,947
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386
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387
$903K 0.02%
10,408
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388
$899K 0.02%
+62,559
389
$899K 0.02%
27,978
+1,620
390
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15,000
-32
391
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392
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4,463
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393
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3,178
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394
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2,951
-170
395
$844K 0.02%
9,490
-735
396
$830K 0.02%
34,100
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397
$815K 0.02%
+12,798
398
$798K 0.02%
7,114
-438
399
$795K 0.02%
+12,537
400
$781K 0.02%
13,683
+2,878
14 15
16
17 18