We are live on
!
Find out more
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
(+24%)
Cap. Flow
+$1.26B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$347M |
| 2 |
Vanguard Total Bond Market
BND
|
+$68.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$67.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$220M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$73M |
| 3 |
Costco
COST
|
+$58M |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
951
Rocket Lab Corp
RKLB
$47.6B
| $466K | ﹤0.01% |
+13,036
| New | +$319K |
|
952
General Motors
GM
$70B
| $464K | ﹤0.01% |
9,436
+938
| +11% | +$44.5K |
|
953
Capital Group Municipal Income ETF
CGMU
$6.37B
| $459K | ﹤0.01% |
17,193
-3,902
| -18% | -$104K |
|
|
JHG
954
DELISTED
Janus Henderson
JHG
| $457K | ﹤0.01% |
11,772
+5,999
| +104% | +$211K |
|
955
Diageo
DEO
$45.7B
| $456K | ﹤0.01% |
4,524
+175
| +4% | +$19K |
|
956
Nu Holdings
NU
$67B
| $453K | ﹤0.01% |
+33,045
| New | +$396K |
|
957
NatWest
NWG
$71.3B
| $453K | ﹤0.01% |
32,038
+1,680
| +6% | +$22.2K |
|
958
HP
HPQ
$21.7B
| $447K | ﹤0.01% |
+18,272
| New | +$466K |
|
959
Digital Realty Trust
DLR
$65.1B
| $443K | ﹤0.01% |
+2,542
| New | +$416K |
|
960
BW LPG
BWLP
$3.13B
| $442K | ﹤0.01% |
37,400
+2,600
| +7% | +$27.6K |
|
961
Globe Life
GL
$14.1B
| $442K | ﹤0.01% |
3,554
+54
| +2% | +$6.56K |
|
962
Warner Bros
WBD
$68.4B
| $439K | ﹤0.01% |
38,346
+6,574
| +21% | +$61.3K |
|
963
Iris Energy
IREN
$13.7B
| $437K | ﹤0.01% |
30,000
+10,000
| +50% | +$81.2K |
|
964
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
| $436K | ﹤0.01% |
8,269
-38,760
| -82% | -$2.02M |
|
965
FMC
FMC
$1.36B
| $434K | ﹤0.01% |
10,385
+26
| +0.3% | +$1.03K |
|
966
ResMed
RMD
$28.8B
| $432K | ﹤0.01% |
1,675
-53,595
| -97% | -$12.8M |
|
967
Henry Schein
HSIC
$9.93B
| $432K | ﹤0.01% |
5,913
+163
| +3% | +$11.2K |
|
968
KB Financial Group
KB
$43.1B
| $431K | ﹤0.01% |
5,217
-5,093
| -49% | -$344K |
|
969
Marathon Petroleum
MPC
$87.3B
| $430K | ﹤0.01% |
2,588
+434
| +20% | +$65.1K |
|
970
Xylem
XYL
$28.9B
| $430K | ﹤0.01% |
3,320
-5,738
| -63% | -$695K |
|
|
EQIN
971
Columbia U.S. Equity Income ETF
EQIN
$293M
| $429K | ﹤0.01% |
+9,514
| New | +$418K |
|
972
Valero Energy
VLO
$86.9B
| $427K | ﹤0.01% |
3,178
+445
| +16% | +$55.5K |
|
973
Dr. Reddy's Laboratories
RDY
$10.6B
| $426K | ﹤0.01% |
28,358
-10,667
| -27% | -$152K |
|
974
Petrobras
PBR
$115B
| $425K | ﹤0.01% |
33,966
-848
| -2% | -$10.2K |
|
975
LPL Financial
LPLA
$26.3B
| $420K | ﹤0.01% |
+1,121
| New | +$393K |
|
Similar funds
CM
CIA
AWS
FHA
MME
MC
NFC
AAS