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
101
$3.23M 0.13%
+155,463
102
$3.17M 0.12%
+12,729
103
$3.14M 0.12%
+8,171
104
$3.01M 0.12%
+45,210
105
$3M 0.12%
+50,628
106
$2.86M 0.11%
+65,552
107
$2.81M 0.11%
+12,141
108
$2.76M 0.11%
+14,642
109
$2.75M 0.11%
+29,394
110
$2.73M 0.11%
+128,240
111
$2.7M 0.1%
+51,951
112
$2.65M 0.1%
+11,550
113
$2.65M 0.1%
+55,953
114
$2.64M 0.1%
+12,799
115
$2.63M 0.1%
+17,012
116
$2.63M 0.1%
+19,705
117
$2.63M 0.1%
+9,770
118
$2.6M 0.1%
+164,102
119
$2.59M 0.1%
+30,538
120
$2.58M 0.1%
+138,676
121
$2.55M 0.1%
+3,867
122
$2.49M 0.1%
+302,305
123
$2.48M 0.1%
+2,698
124
$2.48M 0.1%
+43,672
125
$2.45M 0.09%
+98,139
3 4
5
6 7