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
$8.34B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$57.2M
3
+$43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$34.1M

Top Sells

1
+$47.5M
2
+$26.4M
3
+$25.3M
4
HON icon
Honeywell
HON
+$22.1M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$20M

Sector Composition

1 Technology 16.29%
2 Healthcare 7.24%
3 Financials 7.15%
4 Industrials 5.48%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WHD icon
376
Cactus
WHD
$2.98B
$3.57M 0.04%
77,988
+16,936
ITW icon
377
Illinois Tool Works
ITW
$71.8B
$3.57M 0.04%
14,405
+2,159
GPC icon
378
Genuine Parts
GPC
$18.1B
$3.57M 0.04%
29,948
-158
SBUX icon
379
Starbucks
SBUX
$96.6B
$3.52M 0.04%
36,079
+18,849
MDB icon
380
MongoDB
MDB
$26.8B
$3.52M 0.04%
+20,079
ANGL icon
381
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3.51M 0.04%
121,773
+2,208
MMM icon
382
3M
MMM
$90.6B
$3.49M 0.04%
23,486
+13,385
AMT icon
383
American Tower
AMT
$82.5B
$3.46M 0.04%
15,934
+7,208
MS icon
384
Morgan Stanley
MS
$268B
$3.45M 0.04%
29,516
+2,155
KVUE icon
385
Kenvue
KVUE
$33B
$3.42M 0.04%
142,940
+27,991
HYBL icon
386
State Street Blackstone High Income ETF
HYBL
$535M
$3.38M 0.04%
120,123
+19,677
MINT icon
387
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$3.37M 0.04%
33,511
+27,334
CDW icon
388
CDW
CDW
$18.6B
$3.37M 0.04%
20,992
+5,614
ENTG icon
389
Entegris
ENTG
$11.6B
$3.33M 0.04%
38,094
+8,431
MRVL icon
390
Marvell Technology
MRVL
$78.5B
$3.31M 0.04%
53,530
+42,354
FENI icon
391
Fidelity Enhanced International ETF
FENI
$5.3B
$3.31M 0.04%
111,290
+98,454
AVY icon
392
Avery Dennison
AVY
$13.3B
$3.3M 0.04%
18,556
+4,565
DUOL icon
393
Duolingo
DUOL
$8.57B
$3.3M 0.04%
+10,624
BK icon
394
Bank of New York Mellon
BK
$78B
$3.29M 0.04%
39,166
+191
TXN icon
395
Texas Instruments
TXN
$153B
$3.27M 0.04%
18,136
+3,618
PEG icon
396
Public Service Enterprise Group
PEG
$40.7B
$3.26M 0.04%
39,367
+34,783
SCHH icon
397
Schwab US REIT ETF
SCHH
$8.41B
$3.23M 0.04%
149,940
-4,187
VGIT icon
398
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$3.19M 0.04%
53,781
-28,400
TMUS icon
399
T-Mobile US
TMUS
$231B
$3.17M 0.04%
11,947
+2,892
ADSK icon
400
Autodesk
ADSK
$64.7B
$3.15M 0.04%
12,042
+4,675
14 15
16
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