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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
201
$638K 0.03%
2,891
-143
202
$638K 0.03%
7,780
203
$635K 0.03%
17,882
204
$634K 0.03%
+4,349
205
$633K 0.03%
2,334
-1,203
206
$633K 0.03%
6,990
207
$626K 0.03%
2,297
208
$626K 0.03%
9,435
-309
209
$625K 0.03%
4,236
-384
210
$624K 0.03%
3,320
211
$620K 0.03%
7,075
-19
212
$616K 0.03%
4,530
213
$605K 0.03%
1,874
214
$601K 0.03%
22,823
-3,534
215
$599K 0.03%
7,150
-76
216
$592K 0.03%
9,867
-2,891
217
$590K 0.03%
394
218
$586K 0.03%
1,660
-2,805
219
$578K 0.03%
2,675
-50
220
$577K 0.03%
11,325
221
$574K 0.03%
1,285
222
$566K 0.03%
11,082
-3,918
223
$561K 0.02%
+10,406
224
$557K 0.02%
575
+3
225
$556K 0.02%
7,816
7 8
9
10 11