We are live on
!
Find out more
CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
This Quarter
Est. Return
+8.41%
1 Year Est. Return
+16.85%
3 Year Est. Return
+69.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.02B
AUM Growth
–
Cap. Flow
+$4.94B
Cap. Flow
% of AUM
98.32%
Top 10 Holdings %
Top 10 Hldgs %
18.82%
Holding
605
New
605
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$180M |
| 2 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$110M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$96M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$94.7M |
| 5 |
Apple
AAPL
|
+$82.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.58% |
| 2 | Healthcare | 8.18% |
| 3 | Industrials | 6.45% |
| 4 | Consumer Discretionary | 4.77% |
| 5 | Consumer Staples | 4.14% |
Similar funds
CM
CIA
AWS
FHA
MME
MC
NFC
AAS
Congress Wealth Management's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Congress Wealth Management, which disclosed 605 positions worth $5.02B. Its ten largest holdings account for 19% of the portfolio.
Its largest position is State Street Technology Select Sector SPDR ETF: 2,186,654 shares worth $190M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Healthcare and Industrials.
- Congress Wealth Management's largest Q4 2021 buy was State Street Technology Select Sector SPDR ETF: 2,186,654 shares worth $190M.
- Congress Wealth Management's ten largest holdings make up 19% of its $5.02B portfolio in Q4 2021.
- Congress Wealth Management disclosed 605 positions in Q4 2021, its first 13F filing on record.
Based on Congress Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.