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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
101
$1.96M 0.09%
48,296
-10,897
102
$1.9M 0.08%
6,578
-67
103
$1.88M 0.08%
13,354
+109
104
$1.84M 0.08%
16,334
+1,240
105
$1.82M 0.08%
5,263
-199
106
$1.8M 0.08%
3,878
107
$1.79M 0.08%
+9,435
108
$1.78M 0.08%
+10,417
109
$1.69M 0.08%
5,288
110
$1.69M 0.07%
32,734
-3,931
111
$1.68M 0.07%
13,605
-1,686
112
$1.65M 0.07%
15,969
+208
113
$1.63M 0.07%
5,374
-168
114
$1.63M 0.07%
7,042
+3,033
115
$1.59M 0.07%
6,432
-121
116
$1.57M 0.07%
22,020
-100
117
$1.55M 0.07%
3,660
-87
118
$1.53M 0.07%
8,325
-55
119
$1.53M 0.07%
+33,062
120
$1.52M 0.07%
7,687
121
$1.46M 0.07%
5,189
+3,031
122
$1.44M 0.06%
37,293
123
$1.42M 0.06%
5,459
-450
124
$1.41M 0.06%
5,346
+800
125
$1.4M 0.06%
3,149
-549
3 4
5
6 7