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CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
This Quarter
Est. Return
+9.8%
1 Year Est. Return
+16.85%
3 Year Est. Return
+69.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$1.98B
(+24%)
Cap. Flow
+$1.26B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$347M |
| 2 |
Vanguard Total Bond Market
BND
|
+$68.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$67.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$220M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$73M |
| 3 |
Costco
COST
|
+$58M |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
Goldman Sachs
GS
|
+$22.4M |
Sector Composition
| 1 | Technology | 16.8% |
| 2 | Financials | 7.55% |
| 3 | Industrials | 6.01% |
| 4 | Healthcare | 5.77% |
| 5 | Communication Services | 4.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Schwab US REIT ETF
SCHH
$11.6B
| $3.21M | 0.03% |
151,668
+1,728
| +1% | +$36.2K |
|
477
Advanced Micro Devices
AMD
$817B
| $3.18M | 0.03% |
22,425
+2,076
| +10% | +$226K |
|
|
478
State Street Technology Select Sector SPDR ETF
XLK
$116B
| $3.15M | 0.03% |
24,896
-1,981,248
| -99% | -$220M |
|
479
Amphenol
APH
$188B
| $3.15M | 0.03% |
31,858
-333
| -1% | -$27.2K |
|
480
Vanguard Industrials ETF
VIS
$8.16B
| $3.14M | 0.03% |
11,215
+821
| +8% | +$212K |
|
481
Cardinal Health
CAH
$53.6B
| $3.13M | 0.03% |
18,656
+10,565
| +131% | +$1.57M |
|
482
WisdomTree True Developed International Fund
DOL
$811M
| $3.12M | 0.03% |
52,434
-1,946
| -4% | -$112K |
|
483
Illinois Tool Works
ITW
$81.4B
| $3.12M | 0.03% |
12,616
-1,789
| -12% | -$432K |
|
484
Entegris
ENTG
$20.5B
| $3.1M | 0.03% |
38,446
+352
| +0.9% | +$26.7K |
|
485
Lennar Class A
LEN
$20.8B
| $3.1M | 0.03% |
28,016
+11,012
| +65% | +$1.19M |
|
486
Constellation Energy
CEG
$89.9B
| $3.08M | 0.03% |
9,541
+1,652
| +21% | +$437K |
|
487
Duke Energy
DUK
$98.3B
| $3.08M | 0.03% |
27,143
+1,294
| +5% | +$153K |
|
488
WisdomTree US AI Enhanced Value Fund
AIVL
$424M
| $3.05M | 0.03% |
27,000
| – | – |
|
489
Equinix
EQIX
$99.5B
| $3.05M | 0.03% |
3,830
+32
| +0.8% | +$27.1K |
|
490
Sherwin-Williams
SHW
$83.4B
| $3.03M | 0.03% |
8,837
+104
| +1% | +$36K |
|
491
Lam Research
LRCX
$401B
| $3.03M | 0.03% |
31,103
+4,193
| +16% | +$333K |
|
492
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
| $3M | 0.03% |
29,834
-3,677
| -11% | -$369K |
|
493
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| $2.98M | 0.03% |
71,537
-4,164
| -6% | -$170K |
|
494
Paychex
PAYX
$40.8B
| $2.96M | 0.03% |
20,347
+1,945
| +11% | +$293K |
|
495
Pool Corp
POOL
$7.58B
| $2.92M | 0.03% |
10,027
+554
| +6% | +$168K |
|
496
Wells Fargo
WFC
$267B
| $2.89M | 0.03% |
36,034
+7,380
| +26% | +$532K |
|
|
FITB
497
Fifth Third Bancorp
FITB
$53.8B
| $2.88M | 0.03% |
70,139
+10,766
| +18% | +$404K |
|
498
Boeing
BA
$169B
| $2.85M | 0.03% |
13,581
-10,068
| -43% | -$1.9M |
|
|
MRSH
499
Marsh
MRSH
$87.7B
| $2.82M | 0.03% |
12,918
+548
| +4% | +$124K |
|
|
FISV
500
Fiserv Inc
FISV
$27.6B
| $2.81M | 0.03% |
16,317
+2,584
| +19% | +$469K |
|
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