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
476
$1.3M 0.02%
3,120
+135
477
$1.29M 0.02%
9,460
+3,500
478
$1.28M 0.02%
1,540
-152
479
$1.28M 0.02%
15,980
+6,040
480
$1.28M 0.02%
40,872
+2,612
481
$1.27M 0.02%
+36,709
482
$1.27M 0.02%
25,568
-2,763
483
$1.27M 0.02%
39,063
+17,970
484
$1.27M 0.02%
24,820
+12,319
485
$1.25M 0.02%
+2,957
486
$1.24M 0.02%
10,233
+6,876
487
$1.23M 0.02%
12,843
+12
488
$1.23M 0.02%
46,960
-82,815
489
$1.22M 0.02%
2,465
-74
490
$1.2M 0.02%
+9,715
491
$1.2M 0.02%
9,115
-4,861
492
$1.2M 0.02%
18,499
+6,043
493
$1.2M 0.02%
4,813
+505
494
$1.19M 0.02%
9,465
+3,474
495
$1.18M 0.02%
24,224
+335
496
$1.18M 0.02%
17,542
-159,296
497
$1.16M 0.02%
+14,413
498
$1.15M 0.02%
32,577
+24,477
499
$1.13M 0.02%
17,297
+12,825
500
$1.12M 0.01%
2,149
+443
18 19
20
21 22