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
$10.3B
AUM Growth
+$1.98B
(+24%)
Holding
1,225
Top Buys
| 1 | +$347M | |
| 2 | +$68.5M | |
| 3 | +$67.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| 1 | +$220M | |
| 2 | +$73M | |
| 3 | +$58M | |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
Goldman Sachs
GS
|
+$22.4M |
Sector Composition
| 1 | Technology | 16.8% |
| 2 | Financials | 7.55% |
| 3 | Industrials | 6.01% |
| 4 | Healthcare | 5.77% |
| 5 | Communication Services | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Core US Aggregate Bond ETF
AGG
$141B
| $17.1M | 0.17% |
172,567
+78,480
|
|
||
152
CVS Health
CVS
$102B
| $17.1M | 0.17% |
247,450
+52,644
|
|
||
153
Angel Oak Income ETF
CARY
$870M
| $16.9M | 0.16% |
811,224
+33,438
|
|
||
154
Aflac
AFL
$58.6B
| $16.8M | 0.16% |
159,722
+80,770
|
|
||
155
Applied Materials
AMAT
$295B
| $16.6M | 0.16% |
90,939
+22,481
|
|
||
156
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$568M
| $16.6M | 0.16% |
+128,763
|
|
||
157
Emcor
EME
$32.4B
| $16.5M | 0.16% |
30,929
-6,439
|
|
||
158
Penumbra
PEN
$13.5B
| $16.5M | 0.16% |
64,346
-8,471
|
|
||
159
e.l.f. Beauty
ELF
$5.44B
| $16.5M | 0.16% |
132,350
+1,129
|
|
||
160
CACI
CACI
$13.5B
| $16.4M | 0.16% |
34,387
+8,094
|
|
||
161
Commault Systems
CVLT
$3.74B
| $16.4M | 0.16% |
93,897
-392
|
|
||
162
Badger Meter
BMI
$4.45B
| $16.2M | 0.16% |
66,221
-223
|
|
||
163
Shopify
SHOP
$157B
| $16.1M | 0.16% |
139,613
+5,968
|
|
||
164
ConocoPhillips
COP
$139B
| $16M | 0.15% |
178,054
+11,157
|
|
||
165
Johnson & Johnson
JNJ
$599B
| $15.6M | 0.15% |
101,880
-76,836
|
|
||
166
Colgate-Palmolive
CL
$79.5B
| $15.6M | 0.15% |
171,109
-49
|
|
||
167
Bristol-Myers Squibb
BMY
$127B
| $15.5M | 0.15% |
334,309
+83,835
|
|
||
168
Crane Co
CR
$11.5B
| $15.3M | 0.15% |
80,512
+458
|
|
||
169
Steris
STE
$24.7B
| $15.2M | 0.15% |
63,437
+852
|
|
||
170
EOG Resources
EOG
$66.6B
| $15.2M | 0.15% |
127,180
+4,336
|
|
||
171
Enterprise Products Partners
EPD
$78.2B
| $15.2M | 0.15% |
489,122
+6,264
|
|
||
172
Casey's General Stores
CASY
$25.4B
| $15M | 0.15% |
29,446
-4,617
|
|
||
173
iShares TIPS Bond ETF
TIP
$14.3B
| $14.9M | 0.14% |
135,078
+113,259
|
|
||
174
Tesla
TSLA
$1.51T
| $14.8M | 0.14% |
46,694
+18,498
|
|
||
175
nVent Electric
NVT
$19.1B
| $14.8M | 0.14% |
201,460
-28,412
|
|