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
$8.34B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$57.2M
3
+$43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$34.1M

Top Sells

1
+$47.5M
2
+$26.4M
3
+$25.3M
4
HON icon
Honeywell
HON
+$22.1M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$20M

Sector Composition

1 Technology 16.29%
2 Healthcare 7.24%
3 Financials 7.15%
4 Industrials 5.48%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
501
Cognizant
CTSH
$37.4B
$1.93M 0.02%
25,192
+227
IAU icon
502
iShares Gold Trust
IAU
$65.9B
$1.93M 0.02%
32,867
+8,048
PLTR icon
503
Palantir
PLTR
$399B
$1.91M 0.02%
22,075
+13,512
HYLB icon
504
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.99B
$1.9M 0.02%
52,646
-3,653
XLG icon
505
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$1.9M 0.02%
+41,241
IBN icon
506
ICICI Bank
IBN
$109B
$1.9M 0.02%
60,149
-8,117
TFC icon
507
Truist Financial
TFC
$59.6B
$1.89M 0.02%
45,779
+3,748
MLPX icon
508
Global X MLP & Energy Infrastructure ETF
MLPX
$2.65B
$1.85M 0.02%
28,834
+21,616
COHR icon
509
Coherent
COHR
$25.7B
$1.85M 0.02%
28,417
+302
MHO icon
510
M/I Homes
MHO
$3.56B
$1.84M 0.02%
16,121
+171
ADVE icon
511
Matthews Asia Dividend Active ETF
ADVE
$7.82M
$1.83M 0.02%
56,356
+169
IDXX icon
512
Idexx Laboratories
IDXX
$58.2B
$1.82M 0.02%
4,330
+3,257
HYG icon
513
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$1.82M 0.02%
23,105
+422
GIS icon
514
General Mills
GIS
$25.1B
$1.81M 0.02%
30,395
+4,445
JCI icon
515
Johnson Controls International
JCI
$70.2B
$1.8M 0.02%
22,505
+2,582
WY icon
516
Weyerhaeuser
WY
$16B
$1.8M 0.02%
61,358
+5,932
XBI icon
517
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$1.79M 0.02%
22,021
+1,585
IDLV icon
518
Invesco S&P International Developed Low Volatility ETF
IDLV
$331M
$1.79M 0.02%
59,041
+418
CBOE icon
519
Cboe Global Markets
CBOE
$26.7B
$1.77M 0.02%
+7,816
FNDE icon
520
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.1B
$1.76M 0.02%
+57,121
CB icon
521
Chubb
CB
$116B
$1.76M 0.02%
5,867
+3,991
SHY icon
522
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$1.75M 0.02%
21,148
+2,096
CGCB icon
523
Capital Group Core Bond ETF
CGCB
$3.38B
$1.74M 0.02%
+66,440
PDBC icon
524
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.6B
$1.74M 0.02%
127,681
+424
OGN icon
525
Organon & Co
OGN
$1.98B
$1.73M 0.02%
116,110
-5,741
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