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 | |
|---|---|---|---|---|---|---|
1126
TFI International
TFII
$11.3B
| – | – |
-1,652
|
|
||
1127
Teleflex
TFX
$6.04B
| – | – |
-1,390
|
|
||
1128
Take-Two Interactive
TTWO
$39.2B
| – | – |
-75,054
|
|
||
1129
10x Genomics
TXG
$2.81B
| – | – |
-23,679
|
|
||
1130
UGI
UGI
$7.9B
| – | – |
-138,508
|
|
||
1131
Vista Energy
VIST
$7.33B
| – | – |
-7,980
|
|
||
1132
Weatherford International
WFRD
$7.47B
| – | – |
-67,077
|
|
||
1133
WillScot Mobile Mini Holdings
WSC
$4.17B
| – | – |
-9,239
|
|
||
1134
Essential Utilities
WTRG
$11.3B
| – | – |
-8,020
|
|
||
|
TEM
1135
Tempus AI
TEM
$9.45B
| – | – |
-10,000
|
|
||
|
XYZ
1136
Block Inc
XYZ
$42.3B
| – | – |
-2,927
|
|
||
|
ALTR
1137
DELISTED
Altair Engineering Inc
ALTR
| – | – |
-2,502
|
|