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
$7.5B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$64.5M
3
+$47.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$47.5M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$41.6M

Top Sells

1
+$243M
2
+$37.7M
3
+$33.4M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$24.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.6M

Sector Composition

1 Technology 14.14%
2 Healthcare 8.12%
3 Industrials 7.47%
4 Financials 6.96%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.4M 0.23%
275,937
+173,404
127
$17.3M 0.23%
27,303
+3,480
128
$17.2M 0.23%
+299,296
129
$17.1M 0.23%
298,425
+231,377
130
$17M 0.23%
47,966
+1,450
131
$16.9M 0.23%
116,474
+20,424
132
$16.8M 0.22%
98,400
+81,644
133
$16.7M 0.22%
92,603
+73,131
134
$16.6M 0.22%
105,153
-34,655
135
$16.4M 0.22%
35,248
+3,469
136
$16.2M 0.22%
85,499
-103,458
137
$16.1M 0.22%
42,844
-1,114
138
$16.1M 0.22%
761,461
+4,081
139
$15.9M 0.21%
65,278
+866
140
$15.9M 0.21%
74,091
-77
141
$15.9M 0.21%
42,194
+133
142
$15.8M 0.21%
153,931
+5,988
143
$15.7M 0.21%
148,692
+4,344
144
$15.6M 0.21%
127,267
+14,546
145
$15.6M 0.21%
80,458
+390
146
$15.6M 0.21%
150,277
+8,618
147
$15.5M 0.21%
59,081
+879
148
$15.4M 0.21%
+688,198
149
$15.3M 0.2%
73,984
-41,000
150
$15.2M 0.2%
34,822
+1,841
4 5
6
7 8