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
26
$48.3M 0.64%
376,537
+370,550
27
$47.9M 0.64%
572,592
-52,367
28
$47.8M 0.64%
+1,906,623
29
$46.5M 0.62%
481,631
-115,366
30
$45.9M 0.61%
167,039
+22,206
31
$45.7M 0.61%
390,977
+274,698
32
$43.3M 0.58%
492,624
-196,368
33
$42.3M 0.56%
47,709
+3,994
34
$42.2M 0.56%
104,110
+7,462
35
$42M 0.56%
939,742
+931,614
36
$41.7M 0.56%
202,719
+179
37
$41.3M 0.55%
837,357
+833,045
38
$40.9M 0.55%
194,018
+28,722
39
$40.3M 0.54%
121,569
+2,635
40
$40.1M 0.53%
239,829
+76,960
41
$39.5M 0.53%
336,610
+155,880
42
$39.4M 0.52%
85,527
+38,980
43
$38.7M 0.52%
713,986
-86
44
$37.8M 0.5%
191,241
+24,260
45
$36.4M 0.49%
309,655
+15,146
46
$35.9M 0.48%
212,205
-93,493
47
$35.6M 0.47%
187,852
+37,026
48
$34.7M 0.46%
209,318
+23,461
49
$34.5M 0.46%
60,109
+7,416
50
$34.4M 0.46%
65,279
+23,298
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