CWM

Connecticut Wealth Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 14.17%
This Quarter Est. Return
1 Year Est. Return
+14.17%
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 Industrials 3.06%
2 Technology 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
176
$463K 0.03%
3,268
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177
$461K 0.03%
1,061
+265
178
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179
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181
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182
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183
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4,606
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184
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185
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2,834
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186
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1,342
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187
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188
$429K 0.03%
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189
$427K 0.03%
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190
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193
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194
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195
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196
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197
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198
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3,342
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199
$368K 0.03%
4,028
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200
$356K 0.02%
2,234
-190
6 7
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