CW

Connectus Wealth Portfolio holdings

AUM $3.66B
1-Year Est. Return 26.47%
This Quarter Est. Return
1 Year Est. Return
+26.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$74.1M
3
+$70.2M
4
AMZN icon
Amazon
AMZN
+$51.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$50.4M

Top Sells

1
+$21.4M
2
+$20.3M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.19M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$441K

Sector Composition

1 Technology 30.15%
2 Consumer Discretionary 17.41%
3 Financials 14.94%
4 Communication Services 12.54%
5 Healthcare 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$901K 0.03%
+2
227
$880K 0.03%
+8,146
228
$864K 0.03%
+3,161
229
$862K 0.03%
+6,133
230
$853K 0.03%
+6,153
231
$837K 0.03%
+12,562
232
$825K 0.03%
+5,166
233
$818K 0.03%
+18,144
234
$811K 0.03%
+4,959
235
$801K 0.03%
+19,238
236
$778K 0.03%
+10,810
237
$778K 0.03%
+4,816
238
$765K 0.03%
+26,868
239
$763K 0.03%
+4,723
240
$731K 0.03%
+6,112
241
$719K 0.03%
+6,218
242
$716K 0.03%
+2,653
243
$710K 0.03%
+8,647
244
$710K 0.03%
+3,232
245
$707K 0.03%
+1,967
246
$703K 0.03%
+16,227
247
$702K 0.03%
+2,993
248
$692K 0.03%
+10,399
249
$686K 0.03%
+5,381
250
$684K 0.03%
+4,649
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