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
$1.46B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$5.48M
3 +$4.87M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.17M
5
AAPL icon
Apple
AAPL
+$4.05M

Top Sells

1 +$1.7M
2 +$1.61M
3 +$1.41M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.03M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$913K

Sector Composition

1 Technology 3.07%
2 Industrials 3.06%
3 Healthcare 1.87%
4 Financials 1.54%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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5,174
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