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
776
$248K ﹤0.01%
2,621
-168
777
$248K ﹤0.01%
+1,995
778
$246K ﹤0.01%
8,960
-472
779
$246K ﹤0.01%
7,961
+26
780
$243K ﹤0.01%
+1,738
781
$242K ﹤0.01%
6,430
782
$242K ﹤0.01%
+657
783
$240K ﹤0.01%
465
-10
784
$240K ﹤0.01%
+3,607
785
$240K ﹤0.01%
35,000
786
$239K ﹤0.01%
+16,877
787
$239K ﹤0.01%
2,330
+25
788
$237K ﹤0.01%
+1,437
789
$235K ﹤0.01%
+905
790
$234K ﹤0.01%
1,725
-6
791
$234K ﹤0.01%
+4,839
792
$234K ﹤0.01%
17,118
-17,075
793
$233K ﹤0.01%
+1,789
794
$233K ﹤0.01%
+1,057
795
$232K ﹤0.01%
4,590
-2,081
796
$231K ﹤0.01%
+2,124
797
$230K ﹤0.01%
+892
798
$228K ﹤0.01%
294
+29
799
$227K ﹤0.01%
+759
800
$227K ﹤0.01%
+3,047
30 31
32
33 34