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
551
$241K 0.01%
+2,173
552
$240K 0.01%
1,226
-53
553
$240K 0.01%
2,364
-331
554
$238K 0.01%
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555
$237K 0.01%
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556
$237K 0.01%
2,076
-277
557
$236K 0.01%
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558
$235K 0.01%
8,207
+20
559
$234K 0.01%
+4,588
560
$232K 0.01%
146,809
+54,117
561
$229K 0.01%
+3,379
562
$228K 0.01%
5,183
-200
563
$227K 0.01%
14,991
564
$218K ﹤0.01%
+9,435
565
$218K ﹤0.01%
1,382
-538
566
$216K ﹤0.01%
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567
$216K ﹤0.01%
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568
$214K ﹤0.01%
4,272
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569
$213K ﹤0.01%
1,988
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570
$213K ﹤0.01%
2,940
-132
571
$212K ﹤0.01%
+1,500
572
$212K ﹤0.01%
+1,161
573
$211K ﹤0.01%
1,797
-52
574
$210K ﹤0.01%
2,200
575
$208K ﹤0.01%
+1,286
21 22
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