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
51
$10.1M 0.39%
+68,288
52
$10.1M 0.39%
39,682
-658
53
$9.63M 0.37%
+216,326
54
$9.58M 0.37%
+70,215
55
$9.15M 0.35%
+52,937
56
$8.7M 0.34%
+24,677
57
$8.48M 0.33%
+164,610
58
$8.24M 0.32%
+21,278
59
$8.12M 0.31%
+47,352
60
$8.06M 0.31%
+58,022
61
$7.76M 0.3%
+31,772
62
$7.62M 0.3%
+48,101
63
$6.89M 0.27%
+47,902
64
$6.82M 0.26%
+23,376
65
$6.81M 0.26%
+65,923
66
$6.62M 0.26%
318,270
+27,506
67
$6.27M 0.24%
+24,365
68
$6.16M 0.24%
+28,734
69
$5.97M 0.23%
+60,769
70
$5.96M 0.23%
+118,328
71
$5.75M 0.22%
+30,474
72
$5.74M 0.22%
+118,782
73
$5.55M 0.22%
+33,921
74
$5.55M 0.21%
+55,540
75
$5.47M 0.21%
35,070
+10,238
1 2
3
4 5