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
426
$464K 0.01%
5,609
+34
427
$460K 0.01%
52,729
428
$459K 0.01%
10,275
+557
429
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1,437
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431
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4,504
-3,501
432
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4,264
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433
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-553
434
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-17
435
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5,261
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436
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437
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12,395
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438
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439
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440
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443
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18,569
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2,492
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446
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1,600
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447
$393K 0.01%
6,553
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448
$387K 0.01%
9,436
449
$384K 0.01%
1,502
-448
450
$382K 0.01%
1,809
+22
16 17
18
19 20