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
VZ icon
76
Verizon
VZ
$170B
$31.1M 0.3%
718,943
+76,740
BSX icon
77
Boston Scientific
BSX
$145B
$31.1M 0.3%
289,421
+48,132
PG icon
78
Procter & Gamble
PG
$345B
$30.9M 0.3%
194,084
+43,844
DELL icon
79
Dell
DELL
$103B
$30.8M 0.3%
250,914
+27,655
BWZ icon
80
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$370M
$30.7M 0.3%
+1,092,802
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$122B
$30.2M 0.29%
71,209
-2,168
IWY icon
82
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$29.6M 0.29%
120,120
+70,519
VHT icon
83
Vanguard Health Care ETF
VHT
$15.9B
$29.6M 0.29%
119,011
+8,144
ADI icon
84
Analog Devices
ADI
$117B
$29.3M 0.28%
123,150
+15,841
EWJ icon
85
iShares MSCI Japan ETF
EWJ
$15.8B
$29.3M 0.28%
390,466
+5,986
NOW icon
86
ServiceNow
NOW
$187B
$29.2M 0.28%
28,450
+447
CAT icon
87
Caterpillar
CAT
$250B
$28.4M 0.28%
73,224
-1,443
ANET icon
88
Arista Networks
ANET
$180B
$28.2M 0.27%
276,027
+5,802
XLY icon
89
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
$27.8M 0.27%
127,955
-88,551
ECL icon
90
Ecolab
ECL
$77.6B
$27.1M 0.26%
100,561
-7,065
EUFN icon
91
iShares MSCI Europe Financials ETF
EUFN
$4.42B
$26.9M 0.26%
849,120
+5,583
FLGB icon
92
Franklin FTSE United Kingdom ETF
FLGB
$849M
$26.7M 0.26%
871,928
+4,805
ISRG icon
93
Intuitive Surgical
ISRG
$156B
$26.6M 0.26%
48,971
+665
ABBV icon
94
AbbVie
ABBV
$400B
$26.2M 0.25%
141,370
+34,488
TPL icon
95
Texas Pacific Land
TPL
$21.3B
$25.8M 0.25%
24,448
+358
SPSM icon
96
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$25.4M 0.25%
596,772
-517,429
ACN icon
97
Accenture
ACN
$149B
$25.3M 0.24%
84,504
+21,100
ORLY icon
98
O'Reilly Automotive
ORLY
$86.6B
$24.8M 0.24%
275,096
+551
MCD icon
99
McDonald's
MCD
$218B
$24.6M 0.24%
84,271
+505
SYK icon
100
Stryker
SYK
$141B
$24.5M 0.24%
61,917
+799
2 3
4
5 6