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
$10.3B
AUM Growth
+$1.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,225
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$69.4M
3
+$68.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$53M

Top Sells

1
+$251M
2
+$73.7M
3
+$59M
4
COST icon
Costco
COST
+$57.8M
5
GS icon
Goldman Sachs
GS
+$27.3M

Sector Composition

1 Technology 16.8%
2 Financials 7.54%
3 Industrials 6.01%
4 Healthcare 5.77%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKLB icon
951
Rocket Lab Corp
RKLB
$22.5B
$466K ﹤0.01%
+13,036
GM icon
952
General Motors
GM
$68.6B
$464K ﹤0.01%
9,436
+938
CGMU icon
953
Capital Group Municipal Income ETF
CGMU
$4.47B
$459K ﹤0.01%
17,193
-3,902
JHG icon
954
Janus Henderson
JHG
$6.75B
$457K ﹤0.01%
11,772
+5,999
DEO icon
955
Diageo
DEO
$50.9B
$456K ﹤0.01%
4,524
+175
NU icon
956
Nu Holdings
NU
$84.3B
$453K ﹤0.01%
+33,045
NWG icon
957
NatWest
NWG
$67B
$453K ﹤0.01%
32,038
+1,680
HPQ icon
958
HP
HPQ
$22.8B
$447K ﹤0.01%
+18,272
DLR icon
959
Digital Realty Trust
DLR
$55B
$443K ﹤0.01%
+2,542
BWLP icon
960
BW LPG
BWLP
$1.92B
$442K ﹤0.01%
37,400
+2,600
GL icon
961
Globe Life
GL
$10.7B
$442K ﹤0.01%
3,554
+54
WBD icon
962
Warner Bros
WBD
$59.5B
$439K ﹤0.01%
38,346
+6,574
IREN icon
963
Iris Energy
IREN
$13.6B
$437K ﹤0.01%
30,000
+10,000
IGSB icon
964
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$436K ﹤0.01%
8,269
-38,760
FMC icon
965
FMC
FMC
$1.79B
$434K ﹤0.01%
10,385
+26
RMD icon
966
ResMed
RMD
$37.3B
$432K ﹤0.01%
1,675
-53,595
HSIC icon
967
Henry Schein
HSIC
$8.78B
$432K ﹤0.01%
5,913
+163
KB icon
968
KB Financial Group
KB
$30.7B
$431K ﹤0.01%
5,217
-5,093
MPC icon
969
Marathon Petroleum
MPC
$58.2B
$430K ﹤0.01%
2,588
+434
XYL icon
970
Xylem
XYL
$34.2B
$430K ﹤0.01%
3,320
-5,738
EQIN
971
Columbia U.S. Equity Income ETF
EQIN
$245M
$429K ﹤0.01%
+9,514
VLO icon
972
Valero Energy
VLO
$53.9B
$427K ﹤0.01%
3,178
+445
RDY icon
973
Dr. Reddy's Laboratories
RDY
$11.7B
$426K ﹤0.01%
28,358
-10,667
PBR icon
974
Petrobras
PBR
$80.8B
$425K ﹤0.01%
33,966
-848
LPLA icon
975
LPL Financial
LPLA
$28.5B
$420K ﹤0.01%
+1,121
37 38
39
40 41