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Home > Institutional Investor > Connecticut Wealth Management, Llc > Profile

Instuitional Investor - Connecticut Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Connecticut Wealth Management, Llc
Portfolio Value	$2,386,308,451

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		4,294,646	$242,991,091	10.18%
2.	Ishares Trust	HYG	2,571,288	$232,778,719	9.75%
3.	Spdr Series Trust		2,112,143	$206,799,886	8.67%
4.	Ishares Trust	HYG	985,890	$189,103,472	7.92%
5.	Ishares Inc - CORE MSCI EMKT		2,042,072	$142,434,540	5.97%