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
TRV icon
401
Travelers Companies
TRV
$60.1B
$3.14M 0.04%
11,865
+2,129
SRLN icon
402
State Street Blackstone Senior Loan ETF
SRLN
$6.59B
$3.11M 0.04%
75,701
-22,649
BX icon
403
Blackstone
BX
$126B
$3.11M 0.04%
22,010
-76
INDE icon
404
Matthews India Active ETF
INDE
$8.8M
$3.1M 0.04%
112,329
+2,745
EQIX icon
405
Equinix
EQIX
$78.7B
$3.1M 0.04%
3,798
-68
PGR icon
406
Progressive
PGR
$119B
$3.09M 0.04%
10,961
+194
BND icon
407
Vanguard Total Bond Market
BND
$147B
$3.09M 0.04%
42,105
+4,029
USB icon
408
US Bancorp
USB
$84.6B
$3.07M 0.04%
72,782
-6,245
SHW icon
409
Sherwin-Williams
SHW
$88.7B
$3.04M 0.04%
8,733
-44,116
FISV
410
Fiserv Inc
FISV
$35.7B
$3.04M 0.04%
13,733
+10,027
LECO icon
411
Lincoln Electric
LECO
$14.5B
$3.02M 0.04%
15,952
+4,500
POOL icon
412
Pool Corp
POOL
$9.98B
$3.02M 0.04%
9,473
+1,644
CP icon
413
Canadian Pacific Kansas City
CP
$65.3B
$3.01M 0.04%
42,875
-1,873
DUK icon
414
Duke Energy
DUK
$92.7B
$3M 0.04%
25,849
+15,682
DOL icon
415
WisdomTree True Developed International Fund
DOL
$740M
$2.99M 0.04%
54,380
-8,049
MRSH
416
Marsh
MRSH
$89.4B
$2.99M 0.04%
12,370
+3,682
RECS icon
417
Columbia Research Enhanced Core ETF
RECS
$4.92B
$2.99M 0.04%
+90,009
WAL icon
418
Western Alliance Bancorporation
WAL
$9.73B
$2.98M 0.04%
38,734
+8,297
ICVT icon
419
iShares Convertible Bond ETF
ICVT
$4.32B
$2.97M 0.04%
+35,504
AIVL icon
420
WisdomTree US AI Enhanced Value Fund
AIVL
$390M
$2.96M 0.04%
27,000
DFAC icon
421
Dimensional US Core Equity 2 ETF
DFAC
$41.4B
$2.96M 0.04%
+89,706
CHH icon
422
Choice Hotels
CHH
$5B
$2.95M 0.04%
22,208
+3,277
CWAN icon
423
Clearwater Analytics
CWAN
$7.11B
$2.94M 0.04%
+109,614
SCHP icon
424
Schwab US TIPS ETF
SCHP
$14.5B
$2.92M 0.04%
108,586
-4,898
AMP icon
425
Ameriprise Financial
AMP
$47.3B
$2.85M 0.03%
5,861
+722
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