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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
(+24%)
Cap. Flow
+$1.26B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$347M |
| 2 |
Vanguard Total Bond Market
BND
|
+$68.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$67.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$220M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$73M |
| 3 |
Costco
COST
|
+$58M |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
776
Global X Autonomous & Electric Vehicles ETF
DRIV
$386M
| $785K | 0.01% |
+33,686
| New | +$724K |
|
777
Infosys
INFY
$46.6B
| $784K | 0.01% |
42,294
+20,501
| +94% | +$366K |
|
778
Jones Lang LaSalle
JLL
$15.5B
| $777K | 0.01% |
3,037
-22
| -0.7% | -$5.04K |
|
779
Vanguard Extended Market ETF
VXF
$30.6B
| $777K | 0.01% |
4,030
-5,220
| -56% | -$927K |
|
780
TPG
TPG
$7.07B
| $775K | 0.01% |
775,449
| – | – |
|
781
Conagra Brands
CAG
$6.9B
| $769K | 0.01% |
37,586
+1,591
| +4% | +$37.3K |
|
782
GE HealthCare
GEHC
$29.7B
| $763K | 0.01% |
10,297
+547
| +6% | +$38.1K |
|
783
Cullen/Frost Bankers
CFR
$10.3B
| $761K | 0.01% |
5,922
+31
| +0.5% | +$3.79K |
|
784
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$428M
| $758K | 0.01% |
29,024
-18,769
| -39% | -$472K |
|
785
Regeneron Pharmaceuticals
REGN
$71.1B
| $757K | 0.01% |
1,440
+12
| +0.8% | +$6.7K |
|
786
Zimmer Biomet
ZBH
$18.1B
| $753K | 0.01% |
8,253
+5,130
| +164% | +$496K |
|
787
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
| $752K | 0.01% |
40,186
+139
| +0.3% | +$2.58K |
|
788
Enbridge
ENB
$123B
| $751K | 0.01% |
16,579
-250
| -1% | -$11.3K |
|
789
American Electric Power
AEP
$72.3B
| $746K | 0.01% |
7,188
+1,246
| +21% | +$130K |
|
790
Amplify Mobile Payments ETF
IPAY
$165M
| $745K | 0.01% |
+12,440
| New | +$683K |
|
791
Flex
FLEX
$44.4B
| $744K | 0.01% |
14,906
+121
| +0.8% | +$4.71K |
|
792
Global X Cybersecurity ETF
BUG
$1.26B
| $742K | 0.01% |
20,007
+548
| +3% | +$18.8K |
|
793
Agilent Technologies
A
$38.2B
| $741K | 0.01% |
6,273
+3,298
| +111% | +$365K |
|
794
Energy Transfer Partners
ET
$69.5B
| $739K | 0.01% |
40,778
+1,711
| +4% | +$29.9K |
|
795
Waters Corp
WAT
$36.9B
| $737K | 0.01% |
2,112
+42
| +2% | +$14.4K |
|
796
IQ ARB Merger Arbitrage ETF
MNA
$252M
| $737K | 0.01% |
+20,886
| New | +$725K |
|
797
NRG Energy
NRG
$28.1B
| $736K | 0.01% |
4,584
+59
| +1% | +$7.78K |
|
798
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$64.3M
| $736K | 0.01% |
48,419
-4,315
| -8% | -$64.2K |
|
799
Freeport-McMoran
FCX
$84.1B
| $736K | 0.01% |
16,971
+2,593
| +18% | +$98.5K |
|
800
Cummins
CMI
$88.9B
| $734K | 0.01% |
2,239
+571
| +34% | +$177K |
|
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