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CWM

Connecticut Wealth Management Portfolio holdings

AUM $2.39B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.5M
3
+$15.1M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$4.68M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.19M

Top Sells

1
+$24.2M
2
+$16.1M
3
+$4.3M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.29M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.06M

Sector Composition

1 Technology 5.19%
2 Industrials 3.79%
3 Financials 3.01%
4 Healthcare 1.64%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$552K 0.02%
5,324
+2
227
$552K 0.02%
4,279
+1,711
228
$539K 0.02%
1,441
-6
229
$526K 0.02%
2,886
+56
230
$522K 0.02%
1,260
231
$521K 0.02%
826
232
$514K 0.02%
3,122
+1,122
233
$491K 0.02%
10,866
234
$489K 0.02%
5,750
235
$487K 0.02%
590
236
$481K 0.02%
+39,617
237
$477K 0.02%
+19,403
238
$474K 0.02%
1,282
-247
239
$472K 0.02%
7,558
-2,000
240
$434K 0.02%
1,763
241
$426K 0.02%
757
242
$422K 0.02%
1,238
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243
$420K 0.02%
4,997
244
$419K 0.02%
3,087
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245
$414K 0.02%
4,896
-125
246
$391K 0.02%
499
-9
247
$391K 0.02%
5,090
-70
248
$390K 0.02%
10,482
249
$388K 0.02%
3,937
250
$386K 0.02%
3,388
8 9
10
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