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
551
$245K 0.01%
4,907
+336
552
$239K ﹤0.01%
5,889
+750
553
$238K ﹤0.01%
2,258
554
$237K ﹤0.01%
964
-11
555
$237K ﹤0.01%
+3,118
556
$237K ﹤0.01%
92,647
557
$237K ﹤0.01%
7,769
558
$234K ﹤0.01%
1,536
+21
559
$233K ﹤0.01%
2,200
560
$233K ﹤0.01%
4,269
+444
561
$232K ﹤0.01%
1,517
+24
562
$231K ﹤0.01%
2,870
-19,804
563
$229K ﹤0.01%
5,819
-4
564
$228K ﹤0.01%
5,476
565
$227K ﹤0.01%
14,285
+3,343
566
$226K ﹤0.01%
1,300
-29
567
$224K ﹤0.01%
3,702
-401
568
$222K ﹤0.01%
1,963
-907
569
$219K ﹤0.01%
7,179
+100
570
$217K ﹤0.01%
5,211
571
$217K ﹤0.01%
670
-177
572
$217K ﹤0.01%
+2,885
573
$213K ﹤0.01%
7,000
574
$212K ﹤0.01%
2,035
-23
575
$211K ﹤0.01%
3,021
-2,298
21 22
23
24 25