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
MYE icon
1076
Myers Industries
MYE
$599M
$290K ﹤0.01%
+20,024
MLI icon
1077
Mueller Industries
MLI
$11.1B
$289K ﹤0.01%
3,641
+140
CRDO icon
1078
Credo Technology Group
CRDO
$22.7B
$288K ﹤0.01%
+3,115
VNT icon
1079
Vontier
VNT
$5.74B
$286K ﹤0.01%
7,738
+130
L icon
1080
Loews
L
$21.3B
$284K ﹤0.01%
+3,101
PRFZ icon
1081
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.83B
$283K ﹤0.01%
+6,967
B
1082
Barrick Mining
B
$59.2B
$283K ﹤0.01%
+13,577
ACGL icon
1083
Arch Capital
ACGL
$34.4B
$282K ﹤0.01%
3,098
+189
MHK icon
1084
Mohawk Industries
MHK
$7.81B
$280K ﹤0.01%
+2,675
SEIC icon
1085
SEI Investments
SEIC
$10.3B
$280K ﹤0.01%
+3,120
BCIL
1086
Bancreek International Large Cap ETF
BCIL
$34.2M
$279K ﹤0.01%
+9,127
INDA icon
1087
iShares MSCI India ETF
INDA
$9.45B
$278K ﹤0.01%
5,000
ILMN icon
1088
Illumina
ILMN
$14B
$275K ﹤0.01%
+2,886
NTNX icon
1089
Nutanix
NTNX
$18.3B
$273K ﹤0.01%
+3,573
NVIR icon
1090
Horizon Kinetics Energy and Remediation ETF
NVIR
$4.01M
$273K ﹤0.01%
8,955
-1,100
RBLX icon
1091
Roblox
RBLX
$96.1B
$272K ﹤0.01%
+2,585
WULF icon
1092
TeraWulf
WULF
$6.35B
$272K ﹤0.01%
62,000
+10,000
AUSF icon
1093
Global X Adaptive US Factor ETF
AUSF
$716M
$271K ﹤0.01%
+6,070
USIG icon
1094
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$270K ﹤0.01%
+5,240
LBRT icon
1095
Liberty Energy
LBRT
$1.99B
$268K ﹤0.01%
+23,370
DLTR icon
1096
Dollar Tree
DLTR
$19.5B
$264K ﹤0.01%
+2,664
CNC icon
1097
Centene
CNC
$17.6B
$264K ﹤0.01%
4,863
+820
RYAAY icon
1098
Ryanair
RYAAY
$32.4B
$263K ﹤0.01%
+4,555
NATL icon
1099
NCR Atleos
NATL
$2.78B
$262K ﹤0.01%
+9,187
IBDR icon
1100
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$262K ﹤0.01%
+10,801