CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Return
16.85%
This Quarter Return
+8.37%
1 Year Return
+16.85%
3 Year Return
+69.06%
5 Year Return
–
10 Year Return
–
AUM
$5B
AUM Growth
–
Cap. Flow
+$5B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
605
New
602
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$190M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$113M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$95.7M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$94.1M |
| 5 |
Apple
AAPL
|
+$92.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.63% |
| 2 | Healthcare | 8.21% |
| 3 | Industrials | 6.48% |
| 4 | Consumer Discretionary | 4.79% |
| 5 | Consumer Staples | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Dominion Energy
D
$50.7B
| $455K | 0.01% |
+5,794
| New | +$455K |
|
477
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $451K | 0.01% |
+10,709
| New | +$451K |
|
478
Intercontinental Exchange
ICE
$98.6B
| $450K | 0.01% |
+3,291
| New | +$450K |
|
479
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $449K | 0.01% |
+14,751
| New | +$449K |
|
480
Sea Limited
SE
$114B
| $426K | 0.01% |
+1,906
| New | +$426K |
|
481
iShares Core MSCI Total International Stock ETF
IXUS
$48.6B
| $425K | 0.01% |
+5,988
| New | +$425K |
|
482
Truist Financial
TFC
$58.2B
| $424K | 0.01% |
+7,247
| New | +$424K |
|
483
XP
XP
$9.83B
| $424K | 0.01% |
+14,766
| New | +$424K |
|
484
eBay
EBAY
$41.7B
| $420K | 0.01% |
+6,322
| New | +$420K |
|
485
Gilead Sciences
GILD
$143B
| $419K | 0.01% |
+5,778
| New | +$419K |
|
486
Charter Communications
CHTR
$35.9B
| $418K | 0.01% |
+640
| New | +$418K |
|
487
A.O. Smith
AOS
$10.2B
| $416K | 0.01% |
+4,851
| New | +$416K |
|
488
Yum China
YUMC
$16.2B
| $411K | 0.01% |
+8,241
| New | +$411K |
|
489
Nuveen ESG Mid-Cap Growth ETF
NUMG
$409M
| $407K | 0.01% |
+8,268
| New | +$407K |
|
490
Alibaba
BABA
$343B
| $402K | 0.01% |
+3,385
| New | +$402K |
|
491
Altria Group
MO
$111B
| $397K | 0.01% |
+8,384
| New | +$397K |
|
492
Toronto Dominion Bank
TD
$130B
| $393K | 0.01% |
+5,118
| New | +$393K |
|
493
Vanguard Mid-Cap ETF
VO
$87.4B
| $379K | 0.01% |
+1,487
| New | +$379K |
|
494
Canadian National Railway
CNI
$57.7B
| $378K | 0.01% |
+3,077
| New | +$378K |
|
495
Carrier Global
CARR
$53.2B
| $377K | 0.01% |
+6,947
| New | +$377K |
|
496
Badger Meter
BMI
$5.23B
| $376K | 0.01% |
+3,529
| New | +$376K |
|
497
CoStar Group
CSGP
$36.6B
| $371K | 0.01% |
+4,700
| New | +$371K |
|
|
NBIS
498
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.3B
| $370K | 0.01% |
+6,125
| New | +$370K |
|
499
Cigna
CI
$80.7B
| $359K | 0.01% |
+1,566
| New | +$359K |
|
500
Globant
GLOB
$2.52B
| $359K | 0.01% |
+1,143
| New | +$359K |
|