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
526
$934K 0.01%
+12,759
527
$933K 0.01%
26,564
528
$918K 0.01%
+6,278
529
$915K 0.01%
9,552
+4,832
530
$910K 0.01%
+18,663
531
$900K 0.01%
7,352
-11,555
532
$900K 0.01%
+48,686
533
$890K 0.01%
17,822
-306,812
534
$878K 0.01%
8,129
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535
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536
$872K 0.01%
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537
$871K 0.01%
6,439
-27
538
$868K 0.01%
9,853
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539
$856K 0.01%
7,575
540
$854K 0.01%
13,468
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541
$842K 0.01%
37,986
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542
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543
$836K 0.01%
54,498
-598
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18,639
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545
$833K 0.01%
22,264
546
$831K 0.01%
4,704
+2,352
547
$828K 0.01%
15,722
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548
$825K 0.01%
19,820
-4,150
549
$825K 0.01%
16,402
+3,309
550
$820K 0.01%
50,000
20 21
22
23 24