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
$8.34B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$57.2M
3
+$43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$34.1M

Top Sells

1
+$47.5M
2
+$26.4M
3
+$25.3M
4
HON icon
Honeywell
HON
+$22.1M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$20M

Sector Composition

1 Technology 16.29%
2 Healthcare 7.24%
3 Financials 7.15%
4 Industrials 5.48%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGMU icon
776
Capital Group Municipal Income ETF
CGMU
$4.47B
$566K 0.01%
+21,095
WPC icon
777
W.P. Carey
WPC
$14.8B
$564K 0.01%
+8,943
OSK icon
778
Oshkosh
OSK
$8.11B
$564K 0.01%
5,997
-184
CIBR icon
779
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$564K 0.01%
8,913
-299
WDC icon
780
Western Digital
WDC
$55.8B
$563K 0.01%
+13,931
WFC.PRL icon
781
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.84B
$563K 0.01%
+469
GLPI icon
782
Gaming and Leisure Properties
GLPI
$12.3B
$560K 0.01%
+10,995
DFAU icon
783
Dimensional US Core Equity Market ETF
DFAU
$10.1B
$560K 0.01%
14,557
-12,865
KB icon
784
KB Financial Group
KB
$30.7B
$558K 0.01%
10,310
-1,915
FCX icon
785
Freeport-McMoran
FCX
$61.7B
$553K 0.01%
14,378
+3,986
SWKS icon
786
Skyworks Solutions
SWKS
$9.81B
$553K 0.01%
+8,547
RSG icon
787
Republic Services
RSG
$67.2B
$552K 0.01%
+2,306
LINE
788
Lineage Inc
LINE
$8.18B
$552K 0.01%
+9,373
KKR icon
789
KKR & Co
KKR
$109B
$548K 0.01%
4,687
+2,251
TCOM icon
790
Trip.com Group
TCOM
$45.7B
$548K 0.01%
8,620
+3,617
JXN icon
791
Jackson Financial
JXN
$6.66B
$547K 0.01%
+6,526
STAG icon
792
STAG Industrial
STAG
$7.34B
$547K 0.01%
15,135
+5,895
EFX icon
793
Equifax
EFX
$26B
$545K 0.01%
2,238
+238
HYXF icon
794
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$545K 0.01%
11,763
+1,266
DB icon
795
Deutsche Bank
DB
$68.5B
$542K 0.01%
22,621
+9,777
USTB icon
796
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.69B
$541K 0.01%
+10,682
CARR icon
797
Carrier Global
CARR
$46.2B
$540K 0.01%
8,493
+2,215
SPMD icon
798
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$539K 0.01%
10,530
-56
EQT icon
799
EQT Corp
EQT
$38B
$539K 0.01%
+10,042
AGI icon
800
Alamos Gold
AGI
$15.8B
$539K 0.01%
+20,553
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