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
376
$2.81M 0.04%
19,320
-8,973
377
$2.74M 0.04%
25,179
+477
378
$2.68M 0.04%
34,501
+12,526
379
$2.66M 0.04%
36,053
+21,903
380
$2.66M 0.04%
20,000
+10,000
381
$2.64M 0.04%
21,908
+9,484
382
$2.64M 0.04%
40,514
+1,424
383
$2.61M 0.03%
26,444
+727
384
$2.6M 0.03%
7,525
+6,789
385
$2.59M 0.03%
+135,159
386
$2.55M 0.03%
36,334
+18,998
387
$2.49M 0.03%
16,733
+2,058
388
$2.48M 0.03%
19,723
-3,541
389
$2.46M 0.03%
36,882
+665
390
$2.46M 0.03%
+19,481
391
$2.46M 0.03%
9,397
+1,719
392
$2.45M 0.03%
+74,828
393
$2.44M 0.03%
+76,912
394
$2.37M 0.03%
8,581
-166
395
$2.36M 0.03%
35,552
+228
396
$2.34M 0.03%
74,883
+5,302
397
$2.33M 0.03%
12,028
-226
398
$2.32M 0.03%
24,373
+8,135
399
$2.32M 0.03%
17,265
+15,265
400
$2.3M 0.03%
27,855
+4,223
14 15
16
17 18