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
451
$1.67M 0.02%
56,666
+10,186
452
$1.65M 0.02%
19,795
+607
453
$1.61M 0.02%
13,733
+8,138
454
$1.61M 0.02%
15,880
+640
455
$1.59M 0.02%
41,884
+13,710
456
$1.59M 0.02%
13,143
+7,705
457
$1.56M 0.02%
5,905
+4,625
458
$1.55M 0.02%
8,235
+2,310
459
$1.54M 0.02%
27,929
-984
460
$1.52M 0.02%
34,479
-23,309
461
$1.51M 0.02%
112,335
-35,142
462
$1.49M 0.02%
+148,294
463
$1.46M 0.02%
+22,657
464
$1.46M 0.02%
+20,347
465
$1.45M 0.02%
14,824
+4,799
466
$1.41M 0.02%
47,480
+17,940
467
$1.41M 0.02%
23,065
+6,670
468
$1.39M 0.02%
44,921
-1,630
469
$1.37M 0.02%
8,743
+70
470
$1.36M 0.02%
44,655
+13,585
471
$1.33M 0.02%
25,025
-783
472
$1.32M 0.02%
+7,275
473
$1.32M 0.02%
17,533
+790
474
$1.31M 0.02%
10,395
+217
475
$1.31M 0.02%
17,810
+6,790
17 18
19
20 21