CW
Connectus Wealth Portfolio holdings
AUM
$3.66B
1-Year Est. Return
26.47%
This Fund
S&P 500
1 Year Est. Return
+26.47%
AUM
$3.66B
AUM Growth
-$1.23B
(-25%)
Holding
533
Top Buys
| 1 | +$58.3M | |
| 2 | +$34.3M | |
| 3 | +$22.7M | |
| 4 |
Caterpillar
CAT
|
+$21.9M |
| 5 |
Apple
AAPL
|
+$20.2M |
Top Sells
| 1 | +$188M | |
| 2 | +$135M | |
| 3 | +$96.6M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$69.3M |
| 5 |
iShares MBS ETF
MBB
|
+$51.7M |
Sector Composition
| 1 | Technology | 22.66% |
| 2 | Financials | 13.73% |
| 3 | Consumer Discretionary | 9.65% |
| 4 | Communication Services | 8.82% |
| 5 | Healthcare | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
TSMC
TSM
$1.83T
| – | – |
-10,611
|
|