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
$4.15B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$31.6M
3
+$31.2M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$27.6M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$26.9M

Top Sells

1
+$60.9M
2
+$57M
3
+$29.5M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$23.6M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$22M

Sector Composition

1 Technology 13.72%
2 Industrials 7.87%
3 Healthcare 7.53%
4 Consumer Discretionary 6.44%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$581K 0.01%
94,640
402
$580K 0.01%
5,398
403
$567K 0.01%
11,330
+314
404
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6,149
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407
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31,439
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408
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409
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411
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412
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413
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414
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189,650
+6,045
415
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416
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418
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6,398
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420
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421
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422
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14,805
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423
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1,550
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424
$472K 0.01%
9,454
+1,236
425
$465K 0.01%
5,877
+968
15 16
17
18 19