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
826
$200K ﹤0.01%
+8,818
827
$196K ﹤0.01%
+18,583
828
$189K ﹤0.01%
24,712
829
$186K ﹤0.01%
10,000
830
$181K ﹤0.01%
93,680
+1,033
831
$173K ﹤0.01%
16,405
-673
832
$166K ﹤0.01%
13,525
833
$153K ﹤0.01%
+21,950
834
$139K ﹤0.01%
30,000
835
$113K ﹤0.01%
45,455
836
$45.4K ﹤0.01%
+26,422
837
$38.1K ﹤0.01%
+10,106
838
– –
-8,372
839
– –
-1,941
840
– –
-12,497
841
– –
-2,569
842
– –
-1,000
843
– –
-69,907
844
– –
-21,712
845
– –
-3,911
846
– –
-38,006
847
– –
-191,318
848
– –
-27,355
849
– –
-9,225
850
– –
-15,715
32 33
34
35 36