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
$1.07B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$2.12M
3 +$2.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.52M

Top Sells

1 +$1.85M
2 +$1.56M
3 +$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.16M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.15M

Sector Composition

1 Industrials 11.22%
2 Technology 1.56%
3 Healthcare 1.32%
4 Consumer Discretionary 1.25%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,825
202
-1,134
203
-2,019