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
$2.07B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$5.41M
3 +$5.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.2M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.75M

Sector Composition

1 Technology 4.71%
2 Industrials 3.63%
3 Financials 2.95%
4 Healthcare 2.06%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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3,395
+114