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
251
$669K 0.03%
+3,804
252
$662K 0.03%
+5,082
253
$650K 0.03%
+5,912
254
$634K 0.02%
+2,450
255
$617K 0.02%
+44,847
256
$613K 0.02%
+12,959
257
$603K 0.02%
+6,006
258
$601K 0.02%
+14,695
259
$595K 0.02%
+11,945
260
$585K 0.02%
+23,805
261
$580K 0.02%
+919
262
$546K 0.02%
+5,934
263
$544K 0.02%
+5,015
264
$544K 0.02%
+38,745
265
$539K 0.02%
+1,378
266
$520K 0.02%
+1,455
267
$515K 0.02%
+17,193
268
$508K 0.02%
+14,144
269
$504K 0.02%
+4,210
270
$502K 0.02%
+5,455
271
$488K 0.02%
+5,812
272
$481K 0.02%
+11,123
273
$476K 0.02%
+2,621
274
$456K 0.02%
+982
275
$432K 0.02%
+4,162
9 10
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