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
$4.38B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$106M
3
+$91M
4
AMZN icon
Amazon
AMZN
+$83.1M
5
COST icon
Costco
COST
+$77.1M

Top Sells

1
+$32M
2
+$30.9M
3
+$30.2M
4
ADM icon
Archer Daniels Midland
ADM
+$27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$26.7M

Sector Composition

1 Technology 21.9%
2 Financials 12.04%
3 Consumer Discretionary 10.66%
4 Communication Services 9.34%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$320K 0.01%
3,456
377
$315K 0.01%
1,156
-53
378
$308K 0.01%
+2,500
379
$305K 0.01%
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380
$304K 0.01%
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-977
381
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382
$301K 0.01%
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383
$293K 0.01%
1,185
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384
$291K 0.01%
+16,500
385
$290K 0.01%
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386
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387
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7,460
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392
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394
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395
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18,329
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397
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+2,655
398
$234K 0.01%
5,269
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399
$233K 0.01%
+3,595
400
$231K 0.01%
10,621
+421
14 15
16
17 18