CWM

Connecticut Wealth Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 13.98%
This Quarter Est. Return
1 Year Est. Return
+13.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.48M
3
+$4.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.17M
5
AAPL icon
Apple
AAPL
+$4.05M

Top Sells

1
+$1.7M
2
+$1.61M
3
+$1.41M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.03M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$913K

Sector Composition

1 Technology 3.07%
2 Industrials 3.06%
3 Healthcare 1.87%
4 Financials 1.54%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$302K 0.02%
+1,035
227
$301K 0.02%
25,369
228
$300K 0.02%
+3,728
229
$299K 0.02%
3,813
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230
$298K 0.02%
1,218
231
$298K 0.02%
1,150
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232
$293K 0.02%
8,025
233
$293K 0.02%
+57,188
234
$291K 0.02%
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235
$290K 0.02%
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236
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3,197
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237
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238
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239
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240
$281K 0.02%
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241
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1,355
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242
$275K 0.02%
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243
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244
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245
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246
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247
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248
$261K 0.02%
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249
$261K 0.02%
+637
250
$260K 0.02%
851
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10
11 12