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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
251
$378K 0.02%
1,150
252
$373K 0.02%
8,544
-20,204
253
$369K 0.02%
1,069
254
$369K 0.02%
3,012
255
$363K 0.02%
4,948
-486
256
$353K 0.02%
12,658
-2,801
257
$353K 0.02%
4,539
-68
258
$350K 0.02%
616
-65
259
$347K 0.02%
2,402
-6,257
260
$338K 0.02%
1,983
-25
261
$337K 0.02%
1,132
262
$337K 0.02%
3,454
263
$330K 0.01%
2,300
264
$328K 0.01%
1,518
-215
265
$327K 0.01%
11,579
+395
266
$322K 0.01%
11,180
267
$313K 0.01%
5,129
-5,000
268
$313K 0.01%
3,362
-19,372
269
$312K 0.01%
3,276
-279
270
$308K 0.01%
617
+46
271
$306K 0.01%
2,156
272
$306K 0.01%
4,045
273
$301K 0.01%
2,235
274
$301K 0.01%
+2,629
275
$295K 0.01%
2,295
+39
9 10
11
12 13