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
801
$224K ﹤0.01%
+1,700
802
$222K ﹤0.01%
6,894
-13,242
803
$217K ﹤0.01%
+2,018
804
$217K ﹤0.01%
+14,751
805
$213K ﹤0.01%
30,928
+7,132
806
$213K ﹤0.01%
+3,208
807
$212K ﹤0.01%
+14,990
808
$210K ﹤0.01%
+10,349
809
$209K ﹤0.01%
+3,982
810
$209K ﹤0.01%
+4,798
811
$209K ﹤0.01%
+3,527
812
$209K ﹤0.01%
+787
813
$209K ﹤0.01%
+19,975
814
$208K ﹤0.01%
+19,770
815
$207K ﹤0.01%
+1,513
816
$206K ﹤0.01%
+12,271
817
$205K ﹤0.01%
+1,701
818
$204K ﹤0.01%
+11,779
819
$204K ﹤0.01%
+1,114
820
$203K ﹤0.01%
+8,330
821
$202K ﹤0.01%
14,360
822
$201K ﹤0.01%
+2,807
823
$201K ﹤0.01%
+2,955
824
$200K ﹤0.01%
+5,260
825
$200K ﹤0.01%
+618
31 32
33
34 35