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
$4.49B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$42.1M
3
+$35.7M
4
AON icon
Aon
AON
+$32.5M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$29.2M

Top Sells

1
+$34.9M
2
+$34.1M
3
+$33.6M
4
AAPL icon
Apple
AAPL
+$33.2M
5
CVS icon
CVS Health
CVS
+$22.6M

Sector Composition

1 Technology 18.6%
2 Financials 9.86%
3 Healthcare 8.02%
4 Communication Services 7.45%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$333K 0.01%
3,432
-167
427
$332K 0.01%
+14,997
428
$330K 0.01%
3,542
429
$328K 0.01%
8,079
-12,299
430
$327K 0.01%
3,319
-6
431
$307K 0.01%
2,000
432
$303K 0.01%
1,312
-1
433
$298K 0.01%
+11,806
434
$295K 0.01%
1,081
-34
435
$288K 0.01%
3,900
436
$288K 0.01%
12,186
+36
437
$279K 0.01%
10,200
438
$270K 0.01%
+2,646
439
$269K 0.01%
10,000
-13,800
440
$269K 0.01%
1,176
+58
441
$268K 0.01%
22,000
442
$267K 0.01%
8,855
-1,100
443
$266K 0.01%
3,011
444
$265K 0.01%
2,006
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445
$262K 0.01%
+700
446
$262K 0.01%
+7,802
447
$259K 0.01%
+2,000
448
$259K 0.01%
+750
449
$259K 0.01%
9,668
-160,297
450
$257K 0.01%
14,535
-1,650
16 17
18
19 20