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
576
$720K 0.01%
5,376
-31
577
$714K 0.01%
5,400
-2,340
578
$709K 0.01%
19,289
+6,907
579
$708K 0.01%
11,988
-498
580
$700K 0.01%
9,995
+4,970
581
$696K 0.01%
+68,380
582
$694K 0.01%
+20,344
583
$679K 0.01%
1,191
-72
584
$676K 0.01%
10,882
585
$659K 0.01%
+9,417
586
$659K 0.01%
2,430
+222
587
$656K 0.01%
+6,184
588
$655K 0.01%
5,768
-61
589
$652K 0.01%
+14,823
590
$650K 0.01%
3,863
591
$649K 0.01%
3,652
+10
592
$647K 0.01%
2,171
+22
593
$641K 0.01%
+7,766
594
$631K 0.01%
24,934
-1,580
595
$624K 0.01%
3,471
+431
596
$623K 0.01%
197
-3
597
$619K 0.01%
+5,534
598
$617K 0.01%
25,144
-18,775
599
$612K 0.01%
27,488
+8,154
600
$602K 0.01%
12,935
-900
22 23
24
25 26