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
401
$2.27M 0.03%
73,877
+1,500
402
$2.26M 0.03%
75,611
-1,611
403
$2.25M 0.03%
+25,998
404
$2.24M 0.03%
3,820
+1,654
405
$2.23M 0.03%
13,564
-339
406
$2.21M 0.03%
8,039
-419
407
$2.21M 0.03%
8,898
+7,376
408
$2.21M 0.03%
11,113
+6,013
409
$2.2M 0.03%
4,692
+2,962
410
$2.2M 0.03%
13,422
-84,474
411
$2.15M 0.03%
+53,450
412
$2.15M 0.03%
33,005
-234
413
$2.14M 0.03%
41,328
+514
414
$2.14M 0.03%
16,392
+236
415
$2.13M 0.03%
+30,126
416
$2.12M 0.03%
13,824
+6,852
417
$2.1M 0.03%
20,273
+793
418
$2.09M 0.03%
19,575
+10,530
419
$2.09M 0.03%
+57,616
420
$2.08M 0.03%
51,047
-269,813
421
$2.08M 0.03%
59,693
+1,087
422
$2.06M 0.03%
+10,005
423
$2.06M 0.03%
+78,586
424
$2.05M 0.03%
33,848
-2,278
425
$2.04M 0.03%
149,917
+57,977
15 16
17
18 19