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
301
$302K 0.01%
+9,960
302
$299K 0.01%
+1,776
303
$296K 0.01%
+912
304
$295K 0.01%
+23,487
305
$293K 0.01%
+18,555
306
$290K 0.01%
+215
307
$284K 0.01%
+2,581
308
$282K 0.01%
+1,142
309
$271K 0.01%
+19,491
310
$265K 0.01%
+1,687
311
$264K 0.01%
+9,464
312
$260K 0.01%
+5,724
313
$260K 0.01%
+2,794
314
$248K 0.01%
+5,618
315
$234K 0.01%
+1,062
316
$234K 0.01%
+6,718
317
$233K 0.01%
+366
318
$227K 0.01%
+1,039
319
$226K 0.01%
+2,888
320
$226K 0.01%
+3,287
321
$223K 0.01%
+1,945
322
$216K 0.01%
+4,383
323
$213K 0.01%
+706
324
$211K 0.01%
+3,711
325
$209K 0.01%
+3,549
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