Connecticut Wealth Management, LLC
CIK Number: 0001689829
2.07B
Market Value
316
# of Holdings
12 months
Avg. Holding Period
75.45%
Win Rate
30.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 176.51 | -0.08% | 1.57M | +2.59% | 282.19M | 97.26 | 13.66% | |
| 2 | Spdr Ser Tr | 50.96 | +0.41% | 2.53M | +3.69% | 133.53M | 41.41 | 6.46% | |
| 3 | Ishares Tr | 69.77 | +0.28% | 1.65M | +4.37% | 128.98M | 70.9 | 6.24% | |
| 4 | Ishares Tr | 63.09 | +1.15% | 1.94M | +4.50% | 120.83M | 48.88 | 5.85% | |
| 5 | Spdr Ser Tr | 86.93 | -0.36% | 1.43M | +3.44% | 118.42M | 62.87 | 5.73% |
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