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
51
$20.5M 0.42%
281,256
+10,565
52
$20.4M 0.42%
160,120
+13,622
53
$19M 0.39%
80,817
-1,429
54
$18.7M 0.39%
126,453
+110,879
55
$18.4M 0.38%
125,976
+1,546
56
$18.3M 0.38%
283,753
+3,725
57
$18.2M 0.38%
46,290
-934
58
$18M 0.37%
418,347
+25,919
59
$18M 0.37%
428,481
+96,448
60
$17.7M 0.37%
147,008
+4,364
61
$17.6M 0.36%
100,995
+854
62
$17.5M 0.36%
32,588
-4,527
63
$17.3M 0.36%
33,988
+325
64
$17.2M 0.36%
861,602
+25,908
65
$17.2M 0.35%
200,376
-912
66
$16.7M 0.34%
+168,796
67
$15.9M 0.33%
133,106
+515
68
$15.9M 0.33%
34,724
+427
69
$15.6M 0.32%
39,090
+384
70
$15.5M 0.32%
70,640
+1,266
71
$15.4M 0.32%
103,543
+4,199
72
$15.4M 0.32%
61,371
+1,910
73
$15.3M 0.32%
43,038
+1,327
74
$15.1M 0.31%
71,006
+2,101
75
$15M 0.31%
369,840
+17,740
1 2
3
4 5