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
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.29M 0.19%
223,453
-7,014
152
$9.22M 0.19%
111,752
-5,835
153
$9.22M 0.19%
21,468
+5,148
154
$9.12M 0.19%
+55,916
155
$9.04M 0.19%
230,613
+24,849
156
$8.93M 0.18%
114,232
+3,204
157
$8.91M 0.18%
28,187
+865
158
$8.88M 0.18%
36,692
+1,904
159
$8.88M 0.18%
127,993
-247
160
$8.87M 0.18%
84,589
+4,187
161
$8.7M 0.18%
58,835
-276
162
$8.62M 0.18%
48,293
-2,571
163
$8.56M 0.18%
76,821
-8,232
164
$8.42M 0.17%
65,993
+3,338
165
$8.31M 0.17%
18,886
+219
166
$8.12M 0.17%
140,294
+73,239
167
$7.94M 0.16%
127,386
+669
168
$7.92M 0.16%
107,731
+6,054
169
$7.81M 0.16%
+34,822
170
$7.75M 0.16%
+36,161
171
$7.72M 0.16%
65,215
-126
172
$7.66M 0.16%
+28,112
173
$7.53M 0.16%
64,027
+5,713
174
$7.49M 0.15%
157,285
+1,007
175
$7.43M 0.15%
276,019
+1,186
5 6
7
8 9