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
501
$353K 0.01%
28,955
-14
502
$348K 0.01%
1,619
+19
503
$347K 0.01%
+13,346
504
$345K 0.01%
12,012
-27
505
$344K 0.01%
+1,652
506
$343K 0.01%
2,795
+945
507
$340K 0.01%
10,030
+2,291
508
$338K 0.01%
+9,237
509
$333K 0.01%
1,501
-382
510
$332K 0.01%
18,181
-405
511
$330K 0.01%
10,418
+100
512
$325K 0.01%
2,468
+841
513
$321K 0.01%
3,119
514
$321K 0.01%
11,485
515
$317K 0.01%
+5,150
516
$317K 0.01%
6,938
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517
$317K 0.01%
2,143
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519
$311K 0.01%
3,842
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520
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5,577
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521
$304K 0.01%
+19,840
522
$301K 0.01%
7,160
+263
523
$300K 0.01%
1,276
524
$296K 0.01%
36,052
-24
525
$295K 0.01%
1,248
-160
19 20
21
22 23