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
$8.34B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$215M
2 +$57.2M
3 +$43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$34.1M

Top Sells

1 +$47.5M
2 +$26.4M
3 +$25.3M
4
HON icon
Honeywell
HON
+$22.1M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$20M

Sector Composition

1 Technology 16.29%
2 Healthcare 7.24%
3 Financials 7.15%
4 Industrials 5.48%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TER icon
676
Teradyne
TER
$28.1B
$817K 0.01%
9,890
-1,016
CGCP icon
677
Capital Group Core Plus Income ETF
CGCP
$6.22B
$805K 0.01%
+35,826
XLU icon
678
Utilities Select Sector SPDR Fund
XLU
$21.9B
$802K 0.01%
+10,184
MCHP icon
679
Microchip Technology
MCHP
$28.9B
$798K 0.01%
16,472
+520
ONEQ icon
680
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.3B
$797K 0.01%
+11,420
DOV icon
681
Dover
DOV
$25.4B
$796K 0.01%
4,469
+2,035
HYSA icon
682
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$31.6M
$792K 0.01%
52,734
-1,176
GEHC icon
683
GE HealthCare
GEHC
$36.1B
$790K 0.01%
9,750
+6,158
EXC icon
684
Exelon
EXC
$46.1B
$787K 0.01%
17,220
+10,572
MGV icon
685
Vanguard Mega Cap Value ETF
MGV
$10.4B
$787K 0.01%
6,106
+1,835
IQLT icon
686
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$786K 0.01%
+19,799
PKG icon
687
Packaging Corp of America
PKG
$18.3B
$781K 0.01%
3,944
+479
GPN icon
688
Global Payments
GPN
$18B
$780K 0.01%
7,933
+5,043
DUHP icon
689
Dimensional US High Profitability ETF
DUHP
$10.1B
$779K 0.01%
+23,350
USAI icon
690
Pacer American Energy Independence ETF
USAI
$84.8M
$777K 0.01%
+18,610
TPG icon
691
TPG
TPG
$8.89B
$775K 0.01%
+775,449
NEO icon
692
NeoGenomics
NEO
$1.56B
$775K 0.01%
+81,590
DGRW icon
693
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$772K 0.01%
9,654
+4,221
NUE icon
694
Nucor
NUE
$36.8B
$769K 0.01%
+6,380
CBSH icon
695
Commerce Bancshares
CBSH
$7.22B
$764K 0.01%
12,271
+3,361
WAT icon
696
Waters Corp
WAT
$23.7B
$764K 0.01%
+2,070
EXPE icon
697
Expedia Group
EXPE
$31.7B
$761K 0.01%
4,525
+1,470
JLL icon
698
Jones Lang LaSalle
JLL
$15.3B
$758K 0.01%
3,059
+26
CNI icon
699
Canadian National Railway
CNI
$58.8B
$749K 0.01%
7,678
+708
ENB icon
700
Enbridge
ENB
$107B
$745K 0.01%
16,829
+9,162