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
276
$430K 0.02%
+4,934
277
$425K 0.02%
+9,381
278
$414K 0.02%
+3,516
279
$401K 0.02%
+22,762
280
$398K 0.02%
+5,995
281
$397K 0.02%
+10,832
282
$392K 0.02%
+1,060
283
$391K 0.02%
+5,284
284
$384K 0.01%
+5,284
285
$367K 0.01%
+9,603
286
$355K 0.01%
+11,200
287
$352K 0.01%
+8,426
288
$352K 0.01%
+4,663
289
$346K 0.01%
+1,012
290
$343K 0.01%
+4,679
291
$330K 0.01%
+8,483
292
$326K 0.01%
+949
293
$321K 0.01%
+4,182
294
$318K 0.01%
+28,928
295
$314K 0.01%
+1,809
296
$314K 0.01%
+15,445
297
$311K 0.01%
+7,251
298
$304K 0.01%
+5,829
299
$303K 0.01%
+21,961
300
$303K 0.01%
+1,292
10 11
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