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
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$629K 0.01%
30,221
-99
427
$625K 0.01%
3,623
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428
$622K 0.01%
11,449
429
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3,189
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431
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11,333
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433
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435
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436
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437
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438
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439
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447
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16,208
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448
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5,803
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449
$545K 0.01%
6,415
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450
$543K 0.01%
15,680
+3,860
16 17
18
19 20