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
$10.3B
AUM Growth
+$1.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$69.4M
3
+$68.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$53M

Top Sells

1
+$251M
2
+$73.7M
3
+$59M
4
COST icon
Costco
COST
+$57.8M
5
GS icon
Goldman Sachs
GS
+$27.3M

Sector Composition

1 Technology 16.8%
2 Financials 7.54%
3 Industrials 6.01%
4 Healthcare 5.77%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DRIV icon
776
Global X Autonomous & Electric Vehicles ETF
DRIV
$332M
$785K 0.01%
+33,686
INFY icon
777
Infosys
INFY
$72.5B
$784K 0.01%
42,294
+20,501
JLL icon
778
Jones Lang LaSalle
JLL
$15.4B
$777K 0.01%
3,037
-22
VXF icon
779
Vanguard Extended Market ETF
VXF
$24.8B
$777K 0.01%
4,030
-5,220
TPG icon
780
TPG
TPG
$9.05B
$775K 0.01%
775,449
CAG icon
781
Conagra Brands
CAG
$8.54B
$769K 0.01%
37,586
+1,591
GEHC icon
782
GE HealthCare
GEHC
$36.4B
$763K 0.01%
10,297
+547
CFR icon
783
Cullen/Frost Bankers
CFR
$7.91B
$761K 0.01%
5,922
+31
EELV icon
784
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$412M
$758K 0.01%
29,024
-18,769
REGN icon
785
Regeneron Pharmaceuticals
REGN
$82B
$757K 0.01%
1,440
+12
ZBH icon
786
Zimmer Biomet
ZBH
$19.3B
$753K 0.01%
8,253
+5,130
BSCT icon
787
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$752K 0.01%
40,186
+139
ENB icon
788
Enbridge
ENB
$106B
$751K 0.01%
16,579
-250
AEP icon
789
American Electric Power
AEP
$66.1B
$746K 0.01%
7,188
+1,246
IPAY icon
790
Amplify Mobile Payments ETF
IPAY
$225M
$745K 0.01%
+12,440
FLEX icon
791
Flex
FLEX
$21.9B
$744K 0.01%
14,906
+121
BUG icon
792
Global X Cybersecurity ETF
BUG
$1B
$742K 0.01%
20,007
+548
A icon
793
Agilent Technologies
A
$43.4B
$741K 0.01%
6,273
+3,298
ET icon
794
Energy Transfer Partners
ET
$57.4B
$739K 0.01%
40,778
+1,711
WAT icon
795
Waters Corp
WAT
$24B
$737K 0.01%
2,112
+42
MNA icon
796
IQ ARB Merger Arbitrage ETF
MNA
$258M
$737K 0.01%
+20,886
NRG icon
797
NRG Energy
NRG
$32.5B
$736K 0.01%
4,584
+59
HYSA icon
798
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$31.3M
$736K 0.01%
48,419
-4,315
FCX icon
799
Freeport-McMoran
FCX
$61.7B
$736K 0.01%
16,971
+2,593
CMI icon
800
Cummins
CMI
$68.7B
$734K 0.01%
2,239
+571
30 31
32
33 34