CW
Connectus Wealth Portfolio holdings
AUM
$3.66B
1-Year Est. Return
26.47%
1 Year Est. Return
+26.47%
AUM
$3.66B
AUM Growth
-$1.23B
(-25%)
Holding
533
Top Buys
| 1 | +$37M | |
| 2 | +$25.1M | |
| 3 | +$21M | |
| 4 |
Adobe
ADBE
|
+$20M |
| 5 |
Cardinal Health
CAH
|
+$17.2M |
Top Sells
| 1 | +$199M | |
| 2 | +$90.1M | |
| 3 | +$73.1M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$67.1M |
| 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
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-4,980
|
|