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
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$422K 0.01%
1,382
-157
477
$422K 0.01%
4,277
-419
478
$420K 0.01%
5,601
+1,204
479
$414K 0.01%
3,833
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480
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1,009
+274
481
$412K 0.01%
8,241
+9
482
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5,994
-3,360
483
$410K 0.01%
12,641
-1,970
484
$408K 0.01%
9,435
485
$407K 0.01%
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486
$405K 0.01%
926
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487
$403K 0.01%
23,564
-7,940
488
$400K 0.01%
6,636
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489
$396K 0.01%
6,834
+205
490
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+7,812
491
$385K 0.01%
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492
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6,140
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493
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494
$377K 0.01%
41,788
495
$377K 0.01%
1,903
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496
$370K 0.01%
10,369
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497
$368K 0.01%
1,570
+239
498
$368K 0.01%
10,597
+2,968
499
$362K 0.01%
18,130
+12
500
$354K 0.01%
2,003
+186
18 19
20
21 22