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 | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$576B
| $21.3M | 0.25% |
150,773
+19,666
|
|
||
102
Arista Networks
ANET
$165B
| $20.9M | 0.25% |
270,225
-327
|
|
||
103
Stride
LRN
$2.79B
| $20.4M | 0.24% |
161,458
+76,260
|
|
||
104
Dell
DELL
$89.4B
| $20.4M | 0.24% |
223,259
+18,984
|
|
||
105
Angel Oak UltraShort Income ETF
UYLD
$1.18B
| $20.3M | 0.24% |
398,294
+29,909
|
|
||
106
Salesforce
CRM
$219B
| $20.2M | 0.24% |
75,252
+8,764
|
|
||
107
Palo Alto Networks
PANW
$133B
| $20M | 0.24% |
117,000
+10,365
|
|
||
108
Broadridge
BR
$26.6B
| $20M | 0.24% |
82,470
+5,228
|
|
||
109
Chipotle Mexican Grill
CMG
$45.6B
| $20M | 0.24% |
397,642
+91,441
|
|
||
110
Linde
LIN
$192B
| $19.9M | 0.24% |
42,668
+3,390
|
|
||
111
Accenture
ACN
$155B
| $19.8M | 0.24% |
63,404
+13,072
|
|
||
112
Penumbra
PEN
$11.5B
| $19.5M | 0.23% |
72,817
-7,051
|
|
||
113
iShares Select Dividend ETF
DVY
$21B
| $19.4M | 0.23% |
144,412
+6,129
|
|
||
114
iShares Core S&P 500 ETF
IVV
$730B
| $19.4M | 0.23% |
34,362
-7,734
|
|
||
115
Mastercard
MA
$494B
| $19.3M | 0.23% |
35,278
+12,556
|
|
||
116
Copart
CPRT
$37.7B
| $19.2M | 0.23% |
339,046
-9,382
|
|
||
117
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $19.1M | 0.23% |
422,101
+12,727
|
|
||
118
PNC Financial Services
PNC
$74.8B
| $18.9M | 0.23% |
107,686
+2,998
|
|
||
119
Vanguard Total Stock Market ETF
VTI
$565B
| $18.4M | 0.22% |
66,876
+5,814
|
|
||
120
Halozyme
HALO
$8.4B
| $17.9M | 0.21% |
280,740
+50,975
|
|
||
121
CyberArk
CYBR
$23.1B
| $17.7M | 0.21% |
52,245
+34,165
|
|
||
122
Vanguard Small-Cap Value ETF
VBR
$31.9B
| $17.5M | 0.21% |
94,134
+28,808
|
|
||
123
ConocoPhillips
COP
$110B
| $17.5M | 0.21% |
166,897
+22,183
|
|
||
124
iShares Russell 1000 Value ETF
IWD
$67.7B
| $17.4M | 0.21% |
92,886
+790
|
|
||
125
CME Group
CME
$101B
| $17.3M | 0.21% |
65,158
-106
|
|