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
176
$13M 0.17%
616,003
-359,369
177
$12.8M 0.17%
116,177
-35,215
178
$12.8M 0.17%
63,663
-5,353
179
$12.8M 0.17%
204,053
+69,083
180
$12.7M 0.17%
39,952
-1,528
181
$12.4M 0.17%
43,899
+36,572
182
$12.4M 0.17%
247,237
-2,208
183
$12.3M 0.16%
33,633
+3,190
184
$12.2M 0.16%
79,269
+17,954
185
$12.2M 0.16%
171,530
+16,550
186
$12.1M 0.16%
163,961
+3,597
187
$12M 0.16%
31,327
+12,205
188
$11.9M 0.16%
149,726
+122,763
189
$11.8M 0.16%
76,989
+211
190
$11.8M 0.16%
20,452
+2,077
191
$11.7M 0.16%
38,849
+52
192
$11.6M 0.16%
90,637
-42,382
193
$11.6M 0.15%
291,910
-5,131
194
$11.3M 0.15%
28,916
+213
195
$11.2M 0.15%
221,459
+73,790
196
$11.2M 0.15%
54,217
-2,020
197
$11.1M 0.15%
471,837
+311,653
198
$10.9M 0.15%
200,290
+60,681
199
$10.9M 0.15%
28,473
+2,166
200
$10.8M 0.14%
404,856
-32,085
6 7
8
9 10