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 | |
|---|---|---|---|---|---|---|
201
Applied Materials
AMAT
$203B
| $9.95M | 0.12% |
68,458
+9,354
|
|
||
202
Merit Medical Systems
MMSI
$5.12B
| $9.71M | 0.12% |
91,893
+679
|
|
||
203
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
| $9.69M | 0.12% |
179,554
+7,961
|
|
||
204
Vanguard Small-Cap Growth ETF
VBK
$20.6B
| $9.65M | 0.12% |
38,255
+4,619
|
|
||
205
Enpro
NPO
$4.6B
| $9.65M | 0.12% |
59,629
+1,000
|
|
||
206
CACI
CACI
$13.5B
| $9.65M | 0.12% |
26,293
-534
|
|
||
207
Saia
SAIA
$7.81B
| $9.6M | 0.12% |
27,483
-4,354
|
|
||
208
Franklin FTSE Japan ETF
FLJP
$2.58B
| $9.56M | 0.11% |
325,232
-4,825
|
|
||
209
AT&T
T
$183B
| $9.55M | 0.11% |
347,945
+221,864
|
|
||
210
IBM
IBM
$286B
| $9.55M | 0.11% |
41,974
+20,244
|
|
||
211
Integer Holdings
ITGR
$2.51B
| $9.54M | 0.11% |
80,835
+1,741
|
|
||
212
InterDigital
IDCC
$9.05B
| $9.47M | 0.11% |
45,777
+1,537
|
|
||
213
Rambus
RMBS
$10.1B
| $9.46M | 0.11% |
182,656
+61,923
|
|
||
214
Monolithic Power Systems
MPWR
$44.5B
| $9.43M | 0.11% |
16,256
-2,180
|
|
||
215
BridgeBio Pharma
BBIO
$13.8B
| $9.42M | 0.11% |
+272,506
|
|
||
216
Ares Capital
ARCC
$14.7B
| $9.39M | 0.11% |
423,845
+280,973
|
|
||
217
Champion Homes
SKY
$4.76B
| $9.36M | 0.11% |
98,791
+792
|
|
||
218
Vanguard Energy ETF
VDE
$7.3B
| $9.36M | 0.11% |
72,061
+63,723
|
|
||
219
iShares Core US Aggregate Bond ETF
AGG
$134B
| $9.31M | 0.11% |
94,087
-12,831
|
|
||
220
Walt Disney
DIS
$191B
| $9.28M | 0.11% |
93,822
+34,635
|
|
||
|
CSW
221
CSW Industrials
CSW
$4.56B
| $9.24M | 0.11% |
31,711
-2,802
|
|
||
222
Pure Storage
PSTG
$29.1B
| $9.23M | 0.11% |
208,461
-34,212
|
|
||
223
Booz Allen Hamilton
BAH
$10B
| $9.16M | 0.11% |
87,585
-14,647
|
|
||
224
Philip Morris
PM
$243B
| $9.12M | 0.11% |
57,683
+45,808
|
|
||
225
SPDR Gold Trust
GLD
$142B
| $9.12M | 0.11% |
31,798
+10,357
|
|