42. Connecticut Wealth Management

Rank: 42
Location: Farmington, CT
Total Assets: $2,385,202,432
ETF Assets: $1,002,097,280
Website: www.ctwealthmgmt.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 82
Total Value of All ETF Holdings: $1,002,097,280
Number of Issuers: 9
Number of Sectors: 24
  • Top 5 ETF Holdings
    1. QUAL: $159,009,394
    2. IJH: $69,925,118
    3. IEFA: $68,896,664
    4. IJR: $66,551,586
    5. SPYV: $63,705,177
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Mid Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Small Cap Growth Equities
    5. Large Cap Value Equities
  • Top 5 ETF Issuers
    1. iShares
    2. State Street SPDR
    3. Vanguard
    4. WisdomTree
    5. Invesco

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



< Prev
Back To List
Next >

For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.ctwealthmgmt.com 2023 Top 100 ETF Power Users