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
26
$27.6M 1.07%
+42,588
27
$26.8M 1.04%
64,644
+20,175
28
$26.3M 1.02%
46,634
-548
29
$25.7M 0.99%
59,228
+1,936
30
$25.2M 0.97%
+94,035
31
$25.1M 0.97%
+370,276
32
$24.7M 0.96%
50,173
-396
33
$23.3M 0.9%
+108,591
34
$22.7M 0.88%
287,322
+16,215
35
$22.5M 0.87%
+53,842
36
$21.6M 0.83%
72,117
+22,541
37
$21.4M 0.83%
+60,687
38
$21.3M 0.83%
+286,333
39
$21M 0.81%
+235,594
40
$19.4M 0.75%
106,099
-656
41
$18.9M 0.73%
+162,582
42
$18.8M 0.73%
+499,830
43
$18.8M 0.73%
+988,183
44
$15.7M 0.61%
235,961
+12,512
45
$15.6M 0.6%
+37,857
46
$14M 0.54%
+85,005
47
$12.3M 0.47%
+119,444
48
$12.1M 0.47%
+197,762
49
$11.7M 0.45%
+208,264
50
$11M 0.43%
+94,050
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