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
$4.88B
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1 +$44.6M
2 +$44.5M
3 +$39.7M
4
AAPL icon
Apple
AAPL
+$35.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.4M

Sector Composition

1 Technology 20.56%
2 Financials 9.99%
3 Healthcare 7.39%
4 Communication Services 7.27%
5 Consumer Discretionary 7.04%