CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$217M
2
+$43.6M
3
+$42.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$39M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$27.2M

Top Sells

1
+$17.4M
2
+$16.1M
3
+$13.6M
4
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$13M
5
FND icon
Floor & Decor
FND
+$12.9M

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
-870
428
$622K 0.01%
11,449
429
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15,438
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430
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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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+8,302
434
$608K 0.01%
94,640
435
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436
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14,840
-15
437
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+12,519
438
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4,870
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439
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13,637
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440
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5,137
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16,545
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444
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11,350
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446
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13,663
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447
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16,208
+3,426
448
$547K 0.01%
5,803
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449
$545K 0.01%
6,415
+1,095
450
$543K 0.01%
15,680
+3,860
16 17
18
19 20