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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
151
$1.06M 0.05%
4,223
+9
152
$1.05M 0.05%
11,834
-3,120
153
$1.04M 0.05%
2,648
-244
154
$1.03M 0.05%
1,365
-14
155
$1.03M 0.05%
3,634
+48
156
$1.02M 0.05%
2,380
157
$1.01M 0.04%
10,728
-3,452
158
$1.01M 0.04%
+862
159
$985K 0.04%
17,320
-25
160
$982K 0.04%
4,755
+50
161
$976K 0.04%
7,317
-651
162
$928K 0.04%
27,545
163
$922K 0.04%
10,075
+383
164
$889K 0.04%
2,566
+16
165
$884K 0.04%
4,385
-164
166
$883K 0.04%
3,727
+105
167
$867K 0.04%
1,088
-19
168
$860K 0.04%
2,038
-112
169
$849K 0.04%
4,864
-2
170
$844K 0.04%
5,434
-81
171
$836K 0.04%
2,344
-200
172
$810K 0.04%
2,901
+186
173
$808K 0.04%
29,600
174
$799K 0.04%
3,079
+2,041
175
$795K 0.04%
2,903
+1,140
5 6
7
8 9