CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
1 Year Est. Return
+16.85%
AUM
$8.34B
AUM Growth
+$1.07B
(+15%)
Holding
1,137
Top Buys
| 1 | +$224M | |
| 2 | +$56.6M | |
| 3 | +$46.5M | |
| 4 |
TPG
TPG
|
+$45.2M |
| 5 |
Vanguard Growth ETF
VUG
|
+$36.6M |
Top Sells
| 1 | +$46.8M | |
| 2 | +$28.5M | |
| 3 | +$25.7M | |
| 4 |
Honeywell
HON
|
+$22.4M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$21.5M |
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 | |
|---|---|---|---|---|---|---|
|
TEM
1126
Tempus AI
TEM
$9.52B
| – | – |
-10,000
|
|
||
|
XYZ
1127
Block Inc
XYZ
$38.7B
| – | – |
-2,927
|
|
||
|
ALTR
1128
DELISTED
Altair Engineering Inc
ALTR
| – | – |
-2,502
|
|
||
|
SUM
1129
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| – | – |
-198,713
|
|
||
|
FM
1130
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-8,771
|
|
||
1131
Globant
GLOB
$2.19B
| – | – |
-2,683
|
|
||
1132
Green Brick Partners
GRBK
$3.21B
| – | – |
-3,729
|
|
||
1133
KBR
KBR
$5.36B
| – | – |
-41,892
|
|
||
1134
Grand Canyon Education
LOPE
$4.32B
| – | – |
-1,846
|
|
||
1135
LSI Industries
LYTS
$673M
| – | – |
-25,835
|
|
||
1136
abrdn Physical Gold Shares ETF
SGOL
$9.11B
| – | – |
-8,144
|
|
||
1137
Freshpet
FRPT
$4.14B
| – | – |
-2,463
|
|