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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
176
$788K 0.04%
2,744
177
$786K 0.03%
1,151
-3
178
$776K 0.03%
4,388
-398
179
$764K 0.03%
10,785
180
$764K 0.03%
9,099
-403
181
$748K 0.03%
+15,697
182
$740K 0.03%
2,229
+1,014
183
$739K 0.03%
+14,192
184
$739K 0.03%
4,020
-63
185
$738K 0.03%
17,000
186
$725K 0.03%
6,335
-553
187
$723K 0.03%
5,572
-385
188
$719K 0.03%
4,522
-199
189
$715K 0.03%
+2,013
190
$712K 0.03%
+5,622
191
$699K 0.03%
5,328
-55
192
$687K 0.03%
4,694
-1,553
193
$680K 0.03%
+11,319
194
$676K 0.03%
3,611
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195
$670K 0.03%
+2,261
196
$664K 0.03%
3,990
-97
197
$655K 0.03%
+4,704
198
$649K 0.03%
1,419
199
$642K 0.03%
8,613
200
$641K 0.03%
5,718
-278
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