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Home > Institutional Investor > Cfg Wealth Management Services, Inc. > Profile

Instuitional Investor - Cfg Wealth Management Services, Inc.

Fund Profile
Filing Period:
Fund Name: Cfg Wealth Management Services, Inc.
Portfolio Value $108,980,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 638,792 $14,098,126 12.94%
2.
Schwab Strategic Trust
 SCHD 319,722 $8,712,425 7.99%
3.
Schwab Strategic Trust
 SCHD 285,109 $8,379,353 7.69%
4.
Invesco S&P 500 Low Volatility Etf
 98,524 $6,957,732 6.38%
5.
Schwab Strategic Trust
 SCHD 250,759 $6,284,012 5.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.