Funds From: ethsx - Eaton Vance Worldwide Health Sci A - Large Growth to aesax - Voya Small Company A - Small Blend


  • Holdings: Bristol-Myers Squibb Company , Intuitive Surgical Inc , Regeneron Pharmaceuticals Inc , Amgen Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Time Warner Cable Inc , Covidien PLC , Allergan Inc , Comcast Corp Class A , TRW Automotive Holdings Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: ADT Corp , Microsoft Corp , Cardinal Health Inc , Gannett Co Inc , Williams Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® Dow Jones Industrial Average ETF , Vanguard Total Stock Market ETF , SPDR® S&P MidCap 400 ETF , Vanguard FTSE Europe ETF , PowerShares QQQ ETF ,
  • Category: Bear Market
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC ADR , Roche Holding AG Dividend Right Cert. , Celgene Corp , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Time Warner Inc , Honeywell International Inc , Nestle SA , Linde AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Facebook Inc Class A , Google Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , EMC Corp , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , Unilever NV DR , HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for cwvcx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: HMS Holdings Corp , First Horizon National Corp , Sealed Air Corp , First American Financial Corp , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Qlik Technologies Inc , Blount International Inc , H.B. Fuller Company , Cardtronics Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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Funds From: ethsx - Eaton Vance Worldwide Health Sci A - Large Growth to aesax - Voya Small Company A - Small Blend
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