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
$7.5B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$64.5M
3
+$47.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$47.5M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$41.6M

Top Sells

1
+$243M
2
+$37.7M
3
+$33.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$24.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.6M

Sector Composition

1 Technology 14.14%
2 Healthcare 8.12%
3 Industrials 7.47%
4 Financials 6.96%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.7M 0.33%
225,600
+42,752
77
$24.2M 0.32%
27,003
+449
78
$23.6M 0.32%
444,271
+100,011
79
$23.5M 0.31%
523,408
+433,733
80
$23.4M 0.31%
144,610
+82,288
81
$23.3M 0.31%
400,380
+26,990
82
$23.1M 0.31%
58,982
+11,952
83
$22.8M 0.3%
130,825
+115,493
84
$22.7M 0.3%
133,085
+15,562
85
$22.5M 0.3%
59,968
-89,053
86
$22.3M 0.3%
79,099
-605
87
$22.1M 0.3%
283,760
-14,769
88
$22M 0.29%
72,122
+11,659
89
$21.9M 0.29%
67,847
+11,659
90
$21.8M 0.29%
44,417
+1,169
91
$21.1M 0.28%
274,635
+9,930
92
$20.9M 0.28%
121,109
+11,009
93
$20.9M 0.28%
106,767
+1,253
94
$20.3M 0.27%
318,443
+4,120
95
$20.2M 0.27%
74,411
+23,004
96
$20M 0.27%
52,486
+592
97
$19.7M 0.26%
112,940
+10,137
98
$19.5M 0.26%
132,559
+26,459
99
$19.4M 0.26%
45,014
-10,112
100
$19.4M 0.26%
121,508
+434
2 3
4
5 6