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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
DY icon
876
Dycom Industries
DY
$12.9B
$574K 0.01%
2,347
-6,991
-75% -$1.38M
OXY icon
877
Occidental Petroleum
OXY
$53.5B
$572K 0.01%
13,609
+1,851
+16% +$77.4K
WPC icon
878
W.P. Carey
WPC
$16.1B
$570K 0.01%
9,144
+201
+2% +$12.4K
IJT icon
879
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$568K 0.01%
4,269
-10
-0.2% -$1.25K
AFRM icon
880
Affirm
AFRM
$27.4B
$567K 0.01%
+8,200
New +$425K
FDN icon
881
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.2B
$566K 0.01%
+2,103
New +$506K
BBVA icon
882
Banco Bilbao Vizcaya Argentaria
BBVA
$141B
$566K 0.01%
+36,808
New +$530K
HLNE icon
883
Hamilton Lane
HLNE
$3.75B
$564K 0.01%
3,965
-26
-0.7% -$3.92K
CLX icon
884
Clorox
CLX
$11.7B
$562K 0.01%
4,680
+28
+0.6% +$3.74K
DIHP icon
885
Dimensional International High Profitability ETF
DIHP
$6.21B
$562K 0.01%
19,046
+1,085
+6% +$30.5K
CGIC
886
Capital Group International Core Equity ETF
CGIC
$2.12B
$560K 0.01%
19,244
– –
SPMD icon
887
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$558K 0.01%
10,259
-271
-3% -$14K
HSBC icon
888
HSBC
HSBC
$345B
$555K 0.01%
+9,132
New +$520K
DFAU icon
889
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$555K 0.01%
13,094
-1,463
-10% -$57.4K
SIXA icon
890
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$496M
$554K 0.01%
+11,430
New +$531K
TER icon
891
Teradyne
TER
$53.6B
$553K 0.01%
6,152
-3,738
-38% -$299K
EL icon
892
Estee Lauder
EL
$29.8B
$552K 0.01%
+6,833
New +$440K
EEM icon
893
iShares MSCI Emerging Markets ETF
EEM
$29B
$551K 0.01%
11,431
-118,580
-91% -$5.33M
MRP
894
Millrose Properties Inc
MRP
$4.77B
$551K 0.01%
+19,339
New +$511K
WFC.PRL icon
895
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$551K 0.01%
469
– –
MTB icon
896
M&T Bank
MTB
$36B
$548K 0.01%
2,824
+279
+11% +$49.2K
AGI icon
897
Alamos Gold
AGI
$12.2B
$546K 0.01%
20,554
+1
+0% +$27
CSX icon
898
CSX Corp
CSX
$91.8B
$546K 0.01%
16,724
-888
-5% -$26.7K
GLPI icon
899
Gaming and Leisure Properties
GLPI
$12.5B
$544K 0.01%
11,644
+649
+6% +$30.7K
DFUV icon
900
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$543K 0.01%
12,854
+437
+4% +$17.6K
34 35
36
37 38

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