CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
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
+$73.7M
2
+$45.9M
3
+$39.2M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$37.1M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$18.8M

Top Sells

1
+$44.9M
2
+$37M
3
+$36.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$31.9M
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
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