Connecticut Wealth Management, LLC
CIK Number: 0001689829
2.04B
Market Value
264
# of Holdings
14 months
Avg. Holding Period
33.74%
Win Rate
12.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI US... | 164.57 | -4.46% | 1.6M | +1.69% | 285.01M | 98.61 | 14.01% |
| 2 | SPYG | SPDR Portfolio ... | 77.12 | -5.51% | 4.21M | +194.90% | 274.59M | 79.41 | 13.49% |
| 3 | VOT | Vanguard Mid-Ca... | 235.34 | -5.45% | 773.56K | +1.82K% | 200.08M | 250.69 | 9.83% |
| 4 | IJH | iShares Core S&... | 55.61 | -6.69% | 2.05M | +5.55% | 127.52M | 49.59 | 6.27% |
| 5 | IEFA | iShares Core MS... | 74.41 | -2.1% | 1.68M | +1.80% | 118.23M | 70.89 | 5.81% |
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