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
701
$352K ﹤0.01%
+879
702
$347K ﹤0.01%
3,636
703
$345K ﹤0.01%
+6,755
704
$342K ﹤0.01%
4,100
705
$339K ﹤0.01%
+38,000
706
$338K ﹤0.01%
4,458
+1,716
707
$335K ﹤0.01%
13,654
+1,288
708
$335K ﹤0.01%
2,200
709
$332K ﹤0.01%
2,931
-18,136
710
$331K ﹤0.01%
14,175
-43
711
$330K ﹤0.01%
+1,725
712
$327K ﹤0.01%
+2,306
713
$326K ﹤0.01%
+4,125
714
$323K ﹤0.01%
4,961
-1,097
715
$319K ﹤0.01%
3,072
716
$317K ﹤0.01%
2,175
+615
717
$316K ﹤0.01%
1,523
+154
718
$315K ﹤0.01%
5,305
-252
719
$313K ﹤0.01%
9,369
-446
720
$312K ﹤0.01%
+3,728
721
$309K ﹤0.01%
12,750
722
$308K ﹤0.01%
+3,829
723
$308K ﹤0.01%
1,719
+474
724
$308K ﹤0.01%
+21,738
725
$306K ﹤0.01%
3,087
+256
27 28
29
30 31