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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
$1.94B
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.54M
3
+$4.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.15M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.12M

Top Sells

1
+$2.5M
2
+$2.16M
3
+$2.06M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.67M
5
EW icon
Edwards Lifesciences
EW
+$1.18M

Sector Composition

1 Technology 4.89%
2 Industrials 3.36%
3 Financials 3.24%
4 Healthcare 2.13%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-3,699
327
– –
-2,703
328
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-1,061
329
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-2,953
330
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-4,264
331
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-3,376
332
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-1,568
333
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-12,329
334
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-8,020
335
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336
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-1,458
337
– –
-8,841
338
– –
-4,787
339
– –
-12,343
340
– –
-12,058
341
– –
-432
342
– –
-2,200
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