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
$8.34B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$57.2M
3
+$43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$34.1M

Top Sells

1
+$47.5M
2
+$26.4M
3
+$25.3M
4
HON icon
Honeywell
HON
+$22.1M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$20M

Sector Composition

1 Technology 16.29%
2 Healthcare 7.24%
3 Financials 7.15%
4 Industrials 5.48%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTC icon
451
Elastic
ESTC
$7.49B
$2.46M 0.03%
+27,570
TIP icon
452
iShares TIPS Bond ETF
TIP
$14.5B
$2.42M 0.03%
21,819
-1,891
VOT icon
453
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$2.41M 0.03%
+9,811
NSC icon
454
Norfolk Southern
NSC
$65B
$2.4M 0.03%
10,150
+1,284
IAUM icon
455
iShares Gold Trust Micro
IAUM
$5.66B
$2.38M 0.03%
76,355
-908
DCRE icon
456
DoubleLine Commercial Real Estate ETF
DCRE
$333M
$2.37M 0.03%
45,613
+30,750
DHI icon
457
D.R. Horton
DHI
$46B
$2.36M 0.03%
18,551
+8,204
TTE icon
458
TotalEnergies
TTE
$141B
$2.35M 0.03%
36,513
+11,390
PYPL icon
459
PayPal
PYPL
$58.6B
$2.35M 0.03%
35,818
+15,095
FITB icon
460
Fifth Third Bancorp
FITB
$28.9B
$2.33M 0.03%
59,373
+1,077
DRI icon
461
Darden Restaurants
DRI
$20.2B
$2.33M 0.03%
11,200
-768
XSMO icon
462
Invesco S&P SmallCap Momentum ETF
XSMO
$2.02B
$2.33M 0.03%
+37,069
AVT icon
463
Avnet
AVT
$3.86B
$2.29M 0.03%
47,656
+6,446
FCN icon
464
FTI Consulting
FCN
$5.07B
$2.28M 0.03%
13,901
-29,345
AON icon
465
Aon
AON
$75.5B
$2.28M 0.03%
5,708
+1,440
SNA icon
466
Snap-on
SNA
$17.6B
$2.27M 0.03%
6,730
+192
CTRA icon
467
Coterra Energy
CTRA
$20.5B
$2.25M 0.03%
77,748
+35,672
VWOB icon
468
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.28B
$2.25M 0.03%
35,067
-1,817
VOX icon
469
Vanguard Communication Services ETF
VOX
$5.82B
$2.22M 0.03%
14,946
-3,042
ED icon
470
Consolidated Edison
ED
$35.3B
$2.22M 0.03%
20,182
+9,371
VSS icon
471
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.67B
$2.21M 0.03%
19,112
-246
IYH icon
472
iShares US Healthcare ETF
IYH
$3.52B
$2.19M 0.03%
35,918
-5,807
MGC icon
473
Vanguard Mega Cap 300 Index ETF
MGC
$9.02B
$2.18M 0.03%
+10,847
DIA icon
474
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.3B
$2.18M 0.03%
5,189
+322
MET icon
475
MetLife
MET
$50.3B
$2.17M 0.03%
26,668
+12,301
17 18
19
20 21