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
$1.15B
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$5.57M
2 +$3.94M
3 +$3.54M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M

Top Sells

1 +$1.35M
2 +$1,000K
3 +$871K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$830K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$564K

Sector Composition

1 Industrials 7.97%
2 Technology 1.6%
3 Healthcare 1.23%
4 Consumer Discretionary 1.22%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,437
202
-3,851