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
$1.44B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14.8M
3 +$11.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.52M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.47M

Top Sells

1 +$12.1M
2 +$6.05M
3 +$3.87M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.81M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.65M

Sector Composition

1 Industrials 3.23%
2 Technology 2.49%
3 Healthcare 1.52%
4 Financials 1.03%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-28,196