CW
Connectus Wealth Portfolio holdings
AUM
$3.66B
This Quarter Return
-15.02%
1 Year Return
+26.47%
3 Year Return
+37.76%
5 Year Return
–
10 Year Return
–
AUM
$4.38B
AUM Growth
+$4.38B
(+39%)
Cap. Flow
+$1.8B
Cap. Flow
% of AUM
41.18%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
490
New
137
Increased
184
Reduced
85
Closed
71
Top Buys
| 1 |
Apple
AAPL
|
$143M |
| 2 |
Microsoft
MSFT
|
$106M |
| 3 |
Thermo Fisher Scientific
TMO
|
$91M |
| 4 |
Amazon
AMZN
|
$83.1M |
| 5 |
Costco
COST
|
$77.1M |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$32M |
| 2 |
AbbVie
ABBV
|
$30.9M |
| 3 |
Citizens Financial Group
CFG
|
$30.2M |
| 4 |
Archer Daniels Midland
ADM
|
$27M |
| 5 |
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% |
