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
501
$1.11M 0.01%
15,314
+3,395
502
$1.11M 0.01%
+8,017
503
$1.11M 0.01%
35,207
+20,727
504
$1.1M 0.01%
68,345
+25,470
505
$1.1M 0.01%
26,371
-95
506
$1.1M 0.01%
+11,000
507
$1.1M 0.01%
+9,192
508
$1.09M 0.01%
1,957
-26,220
509
$1.09M 0.01%
+8,038
510
$1.08M 0.01%
27,296
+1,739
511
$1.07M 0.01%
21,181
+16,182
512
$1.07M 0.01%
14,794
-137
513
$1.06M 0.01%
+3,340
514
$1.06M 0.01%
4,069
-128
515
$1.06M 0.01%
78,909
+13,695
516
$1.06M 0.01%
4,610
+3,487
517
$1.04M 0.01%
+54,060
518
$1.04M 0.01%
8,907
+6,027
519
$1.04M 0.01%
34,417
+424
520
$1.02M 0.01%
51,200
+25,600
521
$1M 0.01%
4,647
+3,447
522
$990K 0.01%
4,432
+125
523
$989K 0.01%
25,290
+9,240
524
$981K 0.01%
40,050
+306
525
$944K 0.01%
14,306
+8,276
19 20
21
22 23