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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
276
$290K 0.01%
3,548
277
$288K 0.01%
3,000
278
$283K 0.01%
920
279
$283K 0.01%
3,539
+80
280
$281K 0.01%
7,782
281
$280K 0.01%
796
282
$280K 0.01%
4,009
-77
283
$277K 0.01%
+1,442
284
$274K 0.01%
2,066
285
$269K 0.01%
+1,138
286
$264K 0.01%
2,603
-999
287
$262K 0.01%
+1,798
288
$262K 0.01%
2,040
289
$258K 0.01%
+53,880
290
$255K 0.01%
1,570
-200
291
$254K 0.01%
5,000
292
$253K 0.01%
1,257
-190
293
$250K 0.01%
+18,742
294
$247K 0.01%
1,149
295
$247K 0.01%
+4,710
296
$246K 0.01%
1,977
-155
297
$242K 0.01%
+7,208
298
$240K 0.01%
2,092
+16
299
$236K 0.01%
3,125
-573
300
$235K 0.01%
1,126
-5
10 11
12
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