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
$4.58B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$48.8M
3
+$38.4M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$38M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$18.2M

Top Sells

1
+$42.1M
2
+$37.4M
3
+$34M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$31.4M

Sector Composition

1 Technology 13.46%
2 Healthcare 8.54%
3 Industrials 6.65%
4 Consumer Discretionary 4.82%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$464K 0.01%
+1,114
452
$450K 0.01%
4,474
-40,286
453
$448K 0.01%
10,226
+1,958
454
$446K 0.01%
39,610
+5,462
455
$443K 0.01%
20,603
+6,827
456
$438K 0.01%
41,788
457
$438K 0.01%
2,387
-102
458
$428K 0.01%
8,978
-8,135
459
$427K 0.01%
2,007
-39
460
$426K 0.01%
558
-62
461
$425K 0.01%
1,787
+300
462
$420K 0.01%
4,143
+1,011
463
$419K 0.01%
6,912
+254
464
$419K 0.01%
16,012
+1,258
465
$418K 0.01%
17,324
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466
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467
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2,012
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468
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13,960
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469
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8,568
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470
$408K 0.01%
1,920
-436
471
$406K 0.01%
741
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472
$401K 0.01%
3,035
-256
473
$399K 0.01%
5,988
474
$389K 0.01%
1,829
-877
475
$378K 0.01%
14,656
-551
17 18
19
20 21