CAML vs. QGRW ETF Comparison

Comparison of Congress Large Cap Growth ETF (CAML) to WisdomTree U.S. Quality Growth Fund (QGRW)

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$34.96

Average Daily Volume

35,289

Number of Holdings ^*

* may have additional holdings in another (foreign) market

QGRW

WisdomTree U.S. Quality Growth Fund

QGRW Description

WisdomTree U.S. Quality Growth Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation, WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. The fund seeks to track the performance of the WisdomTree U.S. Quality Growth Index, by using representative sampling technique. WisdomTree U.S. Quality Growth Fund was formed on December 15, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$48.44

Average Daily Volume

81,828

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	CAML	QGRW
30 Days	4.17%	5.17%
60 Days	5.94%	6.92%
90 Days	7.34%	7.96%
12 Months	31.31%	38.55%

20 Overlapping Holdings

Symbol	Grade	Weight in CAML	Weight in QGRW	Overlap
AAPL	C	3.53%	10.55%	3.53%
AMZN	C	2.85%	5.52%	2.85%
ANET	C	2.92%	0.76%	0.76%
CMG	B	2.17%	0.52%	0.52%
GOOGL	C	2.62%	5.8%	2.62%
INTU	C	2.61%	1.03%	1.03%
ISRG	A	2.77%	0.99%	0.99%
LLY	F	2.82%	2.8%	2.8%
MCO	B	1.93%	0.62%	0.62%
META	D	3.15%	3.82%	3.15%
MSFT	F	3.06%	9.44%	3.06%
NFLX	A	2.23%	1.6%	1.6%
NOW	A	3.28%	1.1%	1.1%
NVDA	C	5.44%	12.17%	5.44%
ORLY	B	2.81%	0.58%	0.58%
PANW	C	2.04%	0.81%	0.81%
SNPS	B	2.51%	0.49%	0.49%
TTD	B	2.02%	0.54%	0.54%
V	A	2.56%	2.53%	2.53%
VRTX	F	1.75%	0.69%	0.69%

CAML Overweight 19 Positions Relative to QGRW

Symbol	Grade	Weight
COST	B	3.28%
ETN	A	3.18%
HWM	A	2.89%
GS	A	2.61%
AJG	B	2.57%
TJX	A	2.55%
BSX	B	2.46%
HD	A	2.33%
CTAS	B	2.33%
BKR	B	2.26%
SHW	A	2.23%
PH	A	2.23%
ECL	D	2.23%
NXPI	D	2.05%
CRM	B	2.03%
MLM	B	1.91%
ZTS	D	1.75%
TMO	F	1.6%
ONTO	D	1.42%

CAML Underweight 80 Positions Relative to QGRW

Symbol	Grade	Weight
TSLA	B	-4.25%
AVGO	D	-2.92%
MA	C	-2.06%
APP	B	-1.26%
BX	A	-1.18%
ADBE	C	-1.1%
AMD	F	-0.99%
TXN	C	-0.96%
BKNG	A	-0.94%
QCOM	F	-0.8%
SBUX	A	-0.74%
UPS	C	-0.68%
FTNT	C	-0.67%
AMAT	F	-0.66%
TEAM	A	-0.62%
FICO	B	-0.62%
TRGP	B	-0.61%
APH	A	-0.6%
ABNB	C	-0.55%
DFS	B	-0.55%
SQ	B	-0.53%
CRWD	B	-0.52%
KLAC	D	-0.52%
DHI	D	-0.5%
AZO	C	-0.5%
CDNS	B	-0.5%
MSCI	C	-0.49%
VRT	B	-0.49%
LRCX	F	-0.48%
MNST	C	-0.47%
ODFL	B	-0.47%
DDOG	A	-0.47%
IT	C	-0.46%
CPNG	D	-0.46%
CPRT	A	-0.45%
VEEV	C	-0.44%
ARES	A	-0.43%
HUBS	A	-0.41%
WST	C	-0.37%
IDXX	F	-0.37%
DECK	A	-0.36%
YUM	B	-0.36%
TSCO	D	-0.35%
ON	D	-0.35%
DVN	F	-0.35%
OXY	D	-0.34%
MPWR	F	-0.31%
MTD	D	-0.29%
MCHP	D	-0.28%
PINS	D	-0.24%
DXCM	D	-0.23%
AXON	A	-0.19%
TPL	A	-0.13%
LII	A	-0.1%
ROL	B	-0.1%
JBHT	C	-0.1%
GDDY	A	-0.1%
LPLA	A	-0.09%
SMCI	F	-0.09%
MRNA	F	-0.09%
MOH	F	-0.08%
BSY	D	-0.08%
FDS	B	-0.08%
BLDR	D	-0.08%
ULTA	F	-0.08%
INCY	C	-0.08%
POOL	C	-0.07%
ALB	C	-0.07%
MANH	D	-0.07%
ERIE	D	-0.07%
DT	C	-0.07%
DPZ	C	-0.05%
CTRA	B	-0.05%
BLD	D	-0.04%
ENTG	D	-0.04%
NBIX	C	-0.03%
WMS	D	-0.03%
CE	F	-0.02%
ENPH	F	-0.02%
CELH	F	-0.01%