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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
Cap. Flow
+$1.26B
Cap. Flow %
12.23%
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$347M
2
BND icon
Vanguard Total Bond Market
BND
+$68.5M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$67.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$60M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$49.8M

Top Sells

1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$220M
2
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$73M
3
COST icon
Costco
COST
+$58M
4
AMZN icon
Amazon
AMZN
+$53.2M
5
GS icon
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
BC icon
851
Brunswick
BC
$5.13B
$624K 0.01%
11,293
+4,622
+69% +$234K
DFAS icon
852
Dimensional US Small Cap ETF
DFAS
$15.1B
$624K 0.01%
9,791
+1
+0% +$60
FPE icon
853
First Trust Preferred Securities and Income ETF
FPE
$6.37B
$623K 0.01%
35,000
-285
-0.8% -$4.97K
HERO icon
854
Global X Video Games & Esports ETF
HERO
$61.5M
$623K 0.01%
+19,026
New +$544K
OPLN
855
Openlane
OPLN
$4.36B
$621K 0.01%
25,401
– –
EQT icon
856
EQT Corp
EQT
$30.8B
$619K 0.01%
10,613
+571
+6% +$30.8K
FLRN icon
857
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$617K 0.01%
20,000
– –
GLTR icon
858
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
$614K 0.01%
4,441
+1,519
+52% +$203K
JHSC icon
859
John Hancock Multifactor Small Cap ETF
JHSC
$702M
$613K 0.01%
+15,710
New +$582K
VEEV icon
860
Veeva Systems
VEEV
$31.5B
$611K 0.01%
+2,122
New +$526K
HDB icon
861
HDFC Bank
HDB
$134B
$611K 0.01%
15,934
-14,056
-47% -$510K
XMHQ icon
862
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
$604K 0.01%
6,150
-1,412
-19% -$133K
JXN icon
863
Jackson Financial
JXN
$8.67B
$603K 0.01%
6,793
+267
+4% +$21.6K
MPLX icon
864
MPLX
MPLX
$57.2B
$601K 0.01%
11,670
+28
+0.2% +$1.42K
OMF icon
865
OneMain Financial
OMF
$7B
$599K 0.01%
10,502
+4,667
+80% +$233K
IGOV icon
866
iShares International Treasury Bond ETF
IGOV
$1.36B
$594K 0.01%
13,792
-1,884
-12% -$78.3K
VTWO icon
867
Vanguard Russell 2000 ETF
VTWO
$17.6B
$593K 0.01%
6,803
+1,200
+21% +$97.6K
MSTR icon
868
Strategy Inc
MSTR
$35.3B
$593K 0.01%
1,466
+567
+63% +$207K
EFX icon
869
Equifax
EFX
$20.4B
$587K 0.01%
2,264
+26
+1% +$6.61K
RELX icon
870
RELX
RELX
$58.6B
$582K 0.01%
10,709
+1,392
+15% +$73.6K
ICF icon
871
iShares Select U.S. REIT ETF
ICF
$2.07B
$580K 0.01%
9,480
– –
SEE
872
DELISTED
Sealed Air
SEE
$577K 0.01%
+18,600
New +$553K
JNK icon
873
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$577K 0.01%
5,928
+418
+8% +$39.7K
INSM icon
874
Insmed
INSM
$23.8B
$576K 0.01%
+5,720
New +$437K
SDG icon
875
iShares MSCI Global Sustainable Development Goals ETF
SDG
$167M
$575K 0.01%
7,575
+1,051
+16% +$77.4K
33 34
35
36 37

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