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
726
$305K ﹤0.01%
6,644
-32
727
$300K ﹤0.01%
+2,778
728
$299K ﹤0.01%
4,766
+971
729
$299K ﹤0.01%
9,763
-12
730
$298K ﹤0.01%
+4,272
731
$296K ﹤0.01%
15,205
732
$296K ﹤0.01%
+6,329
733
$295K ﹤0.01%
12,258
+914
734
$295K ﹤0.01%
2,700
-199
735
$295K ﹤0.01%
10,019
736
$294K ﹤0.01%
4,646
+94
737
$293K ﹤0.01%
1,095
+17
738
$292K ﹤0.01%
6,975
739
$291K ﹤0.01%
+2,022
740
$288K ﹤0.01%
191
-12
741
$288K ﹤0.01%
+5,306
742
$287K ﹤0.01%
23,857
-83
743
$284K ﹤0.01%
3,999
+238
744
$284K ﹤0.01%
3,059
-1
745
$283K ﹤0.01%
9,912
746
$283K ﹤0.01%
+2,333
747
$283K ﹤0.01%
3,753
-214
748
$282K ﹤0.01%
1,598
749
$282K ﹤0.01%
+2,952
750
$281K ﹤0.01%
2,064
-75
28 29
30
31 32