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
76
$5.07M 0.2%
+48,937
77
$5M 0.19%
+80,107
78
$4.76M 0.18%
+30,222
79
$4.66M 0.18%
+106,414
80
$4.51M 0.17%
+178,190
81
$4.45M 0.17%
+69,525
82
$4.43M 0.17%
19,352
+2,034
83
$4.32M 0.17%
+49,473
84
$4.25M 0.16%
+67,090
85
$4.07M 0.16%
+6,273
86
$3.97M 0.15%
+15,703
87
$3.97M 0.15%
+15,336
88
$3.92M 0.15%
+17,403
89
$3.88M 0.15%
+80,771
90
$3.85M 0.15%
+26,490
91
$3.79M 0.15%
+29,259
92
$3.79M 0.15%
+62,677
93
$3.73M 0.14%
+26,613
94
$3.58M 0.14%
+45,680
95
$3.56M 0.14%
+49,216
96
$3.49M 0.14%
+44,360
97
$3.43M 0.13%
+12,397
98
$3.4M 0.13%
+65,173
99
$3.25M 0.13%
+24,031
100
$3.23M 0.13%
+109,890
2 3
4
5 6