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
$4.58B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$48.8M
3
+$38.4M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$38M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$18.2M

Top Sells

1
+$42.1M
2
+$37.4M
3
+$34M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$31.4M

Sector Composition

1 Technology 13.46%
2 Healthcare 8.54%
3 Industrials 6.65%
4 Consumer Discretionary 4.82%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$326K 0.01%
3,988
502
$325K 0.01%
8,600
-2,109
503
$324K 0.01%
2,436
+108
504
$324K 0.01%
3,673
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505
$321K 0.01%
4,139
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506
$315K 0.01%
5,490
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507
$314K 0.01%
+11,053
508
$313K 0.01%
4,700
509
$312K 0.01%
1,842
-1,322
510
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5,773
-27
511
$305K 0.01%
130
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512
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3,630
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513
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30,865
514
$303K 0.01%
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515
$301K 0.01%
10,616
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516
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8,167
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517
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518
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2,626
519
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6,298
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520
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10,962
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521
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3,678
522
$285K 0.01%
1,364
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523
$283K 0.01%
1,079
-64
524
$282K 0.01%
7,635
-780
525
$278K 0.01%
854
-7
19 20
21
22 23