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
$906M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Sells

1 +$31.8M
2 +$16.2M
3 +$13.9M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.17M

Sector Composition

1 Industrials 7.37%
2 Technology 1.93%
3 Healthcare 1.63%
4 Consumer Discretionary 1.5%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$121K 0.01%
+24,700
202
$112K 0.01%
+11,025
203
$111K 0.01%
+12,201
204
-7,615
205
-2,838
206
-4,624