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
426
$2.03M 0.03%
54,886
+831
427
$2.03M 0.03%
10,559
+7,916
428
$2.02M 0.03%
+10,071
429
$2.01M 0.03%
10,457
+310
430
$2M 0.03%
41,013
-12,292
431
$2M 0.03%
51,882
+883
432
$2M 0.03%
16,776
+6,562
433
$1.96M 0.03%
1,007
434
$1.92M 0.03%
+24,839
435
$1.89M 0.03%
8,129
+6,641
436
$1.84M 0.02%
35,844
-14,459
437
$1.83M 0.02%
54,173
+4
438
$1.83M 0.02%
+42,876
439
$1.8M 0.02%
42,829
+11,994
440
$1.79M 0.02%
+91,136
441
$1.77M 0.02%
22,070
-4,215
442
$1.77M 0.02%
58,258
-124,819
443
$1.77M 0.02%
8,016
+5,608
444
$1.77M 0.02%
10,620
+3,985
445
$1.74M 0.02%
7,068
+1,923
446
$1.73M 0.02%
28,124
+8,012
447
$1.72M 0.02%
9,100
+3,260
448
$1.71M 0.02%
15,458
+1,871
449
$1.69M 0.02%
5,183
+2,335
450
$1.68M 0.02%
16,162
+6,310
16 17
18
19 20