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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
(+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 | |
|---|---|---|---|---|---|---|
1076
Myers Industries
MYE
$1.15B
| $290K | ﹤0.01% |
+20,024
| New | +$244K |
|
1077
Mueller Industries
MLI
$12.7B
| $289K | ﹤0.01% |
7,282
+280
| +4% | +$10.6K |
|
1078
Credo Technology Group
CRDO
$42.3B
| $288K | ﹤0.01% |
+3,115
| New | +$182K |
|
1079
Vontier
VNT
$4.18B
| $286K | ﹤0.01% |
7,738
+130
| +2% | +$4.43K |
|
1080
Loews
L
$23.2B
| $284K | ﹤0.01% |
+3,101
| New | +$272K |
|
1081
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
| $283K | ﹤0.01% |
+6,967
| New | +$266K |
|
|
B
1082
Barrick Mining
B
$60.2B
| $283K | ﹤0.01% |
+13,577
| New | +$265K |
|
1083
Arch Capital
ACGL
$34.4B
| $282K | ﹤0.01% |
3,098
+189
| +6% | +$17.4K |
|
1084
Mohawk Industries
MHK
$6.8B
| $280K | ﹤0.01% |
+2,675
| New | +$279K |
|
1085
SEI Investments
SEIC
$11.8B
| $280K | ﹤0.01% |
+3,120
| New | +$251K |
|
|
BCIL
1086
Bancreek International Large Cap ETF
BCIL
$91.6M
| $279K | ﹤0.01% |
+9,127
| New | +$265K |
|
1087
iShares MSCI India ETF
INDA
$6.8B
| $278K | ﹤0.01% |
5,000
| – | – |
|
1088
Illumina
ILMN
$28.3B
| $275K | ﹤0.01% |
+2,886
| New | +$234K |
|
1089
Nutanix
NTNX
$14.8B
| $273K | ﹤0.01% |
+3,573
| New | +$257K |
|
|
NVIR
1090
Horizon Kinetics Energy and Remediation ETF
NVIR
$5.77M
| $273K | ﹤0.01% |
8,955
-1,100
| -11% | -$32K |
|
1091
Roblox
RBLX
$40.9B
| $272K | ﹤0.01% |
+2,585
| New | +$203K |
|
1092
TeraWulf
WULF
$9.6B
| $272K | ﹤0.01% |
62,000
+10,000
| +19% | +$34.2K |
|
1093
Global X Adaptive US Factor ETF
AUSF
$868M
| $271K | ﹤0.01% |
+6,070
| New | +$260K |
|
1094
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| $270K | ﹤0.01% |
+5,240
| New | +$265K |
|
1095
Liberty Energy
LBRT
$4.1B
| $268K | ﹤0.01% |
+23,370
| New | +$283K |
|
1096
Dollar Tree
DLTR
$24.4B
| $264K | ﹤0.01% |
+2,664
| New | +$230K |
|
1097
Centene
CNC
$32.9B
| $264K | ﹤0.01% |
4,863
+820
| +20% | +$48.1K |
|
1098
Ryanair
RYAAY
$34.6B
| $263K | ﹤0.01% |
+4,555
| New | +$232K |
|
1099
NCR Atleos
NATL
$3.41B
| $262K | ﹤0.01% |
+9,187
| New | +$248K |
|
1100
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
| $262K | ﹤0.01% |
+10,801
| New | +$261K |
|
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