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
$4.06B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$28M
3
+$25.1M
4
ENPH icon
Enphase Energy
ENPH
+$25M
5
NFLX icon
Netflix
NFLX
+$24M

Top Sells

1
+$91.6M
2
+$38.5M
3
+$34.8M
4
FICO icon
Fair Isaac
FICO
+$34M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$24.4M

Sector Composition

1 Technology 21.15%
2 Financials 11.7%
3 Healthcare 10.66%
4 Communication Services 7.49%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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