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
$3.91B
AUM Growth
-$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$48.5M
3
+$27.5M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$27M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$22.2M

Top Sells

1
+$54.5M
2
+$25.9M
3
+$22.6M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$21.1M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$20.3M

Sector Composition

1 Technology 12.7%
2 Healthcare 8.23%
3 Industrials 6.44%
4 Consumer Staples 4.84%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$304K 0.01%
3,597
-33
477
$303K 0.01%
7,635
-2,036
478
$302K 0.01%
6,991
-18,994
479
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1,884
+42
480
$298K 0.01%
10,613
-446
481
$293K 0.01%
2,607
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482
$292K 0.01%
3,451
-222
483
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484
$285K 0.01%
8,248
-5,102
485
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+591
486
$281K 0.01%
6,580
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487
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1,257
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488
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489
$278K 0.01%
3,904
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490
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3,118
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494
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4,272
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495
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496
$261K 0.01%
7,456
497
$259K 0.01%
739
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498
$258K 0.01%
8,881
-911
499
$256K 0.01%
+2,180
500
$256K 0.01%
5,180
+592
18 19
20
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