CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
1 Year Est. Return
+16.85%
AUM
$8.34B
AUM Growth
+$1.07B
(+15%)
Holding
1,137
Top Buys
| 1 | +$215M | |
| 2 | +$57.2M | |
| 3 | +$43M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$34.8M |
| 5 |
Vanguard Growth ETF
VUG
|
+$34.1M |
Top Sells
| 1 | +$47.5M | |
| 2 | +$26.4M | |
| 3 | +$25.3M | |
| 4 |
Honeywell
HON
|
+$22.1M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$20M |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 7.24% |
| 3 | Financials | 7.15% |
| 4 | Industrials | 5.48% |
| 5 | Consumer Discretionary | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Take-Two Interactive
TTWO
$48.2B
| – | – |
-75,054
|
|
||
1127
10x Genomics
TXG
$1.48B
| – | – |
-23,679
|
|
||
1128
UGI
UGI
$7B
| – | – |
-138,508
|
|
||
1129
Vista Energy
VIST
$3.75B
| – | – |
-7,980
|
|
||
1130
Weatherford International
WFRD
$4.53B
| – | – |
-67,077
|
|
||
1131
WillScot Mobile Mini Holdings
WSC
$4.02B
| – | – |
-9,239
|
|
||
1132
Essential Utilities
WTRG
$11.4B
| – | – |
-8,020
|
|
||
|
TEM
1133
Tempus AI
TEM
$16B
| – | – |
-10,000
|
|
||
|
XYZ
1134
Block Inc
XYZ
$46.4B
| – | – |
-2,927
|
|
||
|
ALTR
1135
DELISTED
Altair Engineering Inc
ALTR
| – | – |
-2,502
|
|
||
|
SUM
1136
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| – | – |
-198,713
|
|
||
|
FM
1137
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-8,771
|
|