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CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
+9.8%
1 Year Est. Return
+16.85%
3 Year Est. Return
+69.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$1.98B
Cap. Flow
+$1.26B
Cap. Flow %
12.23%
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$347M
2
BND icon
Vanguard Total Bond Market
BND
+$68.5M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$67.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$60M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$49.8M

Top Sells

1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$220M
2
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$73M
3
COST icon
Costco
COST
+$58M
4
AMZN icon
Amazon
AMZN
+$53.2M
5
GS icon
Goldman Sachs
GS
+$22.4M

Sector Composition

1 Technology 16.8%
2 Financials 7.55%
3 Industrials 6.01%
4 Healthcare 5.77%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMQQ icon
726
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$946K 0.01%
22,693
-940
-4% -$36.5K
FENY icon
727
Fidelity MSCI Energy Index ETF
FENY
$1.92B
$939K 0.01%
40,047
+7,337
+22% +$168K
SCHR
728
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$938K 0.01%
37,463
-942
-2% -$23.3K
XHB icon
729
State Street SPDR S&P Homebuilders ETF
XHB
$2.13B
$937K 0.01%
9,508
+2,842
+43% +$270K
EWU icon
730
iShares MSCI United Kingdom ETF
EWU
$4.02B
$937K 0.01%
23,584
+1,436
+6% +$55.2K
WDAY icon
731
Workday
WDAY
$35.9B
$934K 0.01%
3,892
+369
+10% +$89.9K
WDC icon
732
Western Digital
WDC
$161B
$925K 0.01%
14,451
+520
+4% +$24.8K
HII icon
733
Huntington Ingalls Industries
HII
$10.7B
$917K 0.01%
3,798
+2,688
+242% +$600K
ONEQ icon
734
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$915K 0.01%
11,420
– –
OKE icon
735
Oneok
OKE
$58.6B
$913K 0.01%
11,186
-1,115
-9% -$93K
DFIC icon
736
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$907K 0.01%
29,171
+2,530
+9% +$74.1K
AZEK
737
DELISTED
The AZEK Co
AZEK
$895K 0.01%
16,473
-98,671
-86% -$4.95M
DKNG icon
738
DraftKings
DKNG
$12.3B
$893K 0.01%
20,828
-694
-3% -$24.9K
RHLD
739
Resolute Holdings Management
RHLD
$1.11B
$892K 0.01%
+27,980
New +$857K
FHI icon
740
Federated Hermes
FHI
$4.53B
$882K 0.01%
19,912
+12,744
+178% +$524K
DUHP icon
741
Dimensional US High Profitability ETF
DUHP
$12.4B
$874K 0.01%
24,580
+1,230
+5% +$41.1K
AZO icon
742
AutoZone
AZO
$50B
$874K 0.01%
235
-1
-0.4% -$3.69K
SPYV icon
743
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$873K 0.01%
+16,671
New +$833K
BBT
744
Beacon Financial Corp
BBT
$2.61B
$871K 0.01%
34,797
+18,572
+114% +$462K
TRMB icon
745
Trimble
TRMB
$12.5B
$871K 0.01%
11,457
+285
+3% +$19.1K
INFL icon
746
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.48B
$867K 0.01%
20,558
+126
+0.6% +$5.2K
CFG icon
747
Citizens Financial Group
CFG
$31.5B
$866K 0.01%
19,360
+3,122
+19% +$123K
CRWV
748
CoreWeave
CRWV
$39.8B
$864K 0.01%
+5,301
New +$489K
IXN icon
749
iShares Global Tech ETF
IXN
$8.77B
$863K 0.01%
9,349
+1,567
+20% +$127K
MAN icon
750
ManpowerGroup
MAN
$2.4B
$859K 0.01%
21,267
+14,314
+206% +$625K
28 29
30
31 32

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