CWM

Connecticut Wealth Management Portfolio holdings

AUM $2.1B
This Quarter Return
+5.71%
1 Year Return
+13.98%
3 Year Return
+54.37%
5 Year Return
+88.45%
10 Year Return
AUM
$1.44B
AUM Growth
+$1.44B
Cap. Flow
+$44.4M
Cap. Flow %
3.09%
Top 10 Hldgs %
54.33%
Holding
276
New
29
Increased
111
Reduced
85
Closed
13
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IYR icon
276
iShares US Real Estate ETF
IYR
$3.76B
-23,345 Closed -$1.98M