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
126
$2.44M 0.09%
+29,267
127
$2.39M 0.09%
+29,664
128
$2.37M 0.09%
+42,292
129
$2.37M 0.09%
+30,094
130
$2.36M 0.09%
+49,236
131
$2.35M 0.09%
+53,409
132
$2.34M 0.09%
+84,754
133
$2.32M 0.09%
+26,108
134
$2.28M 0.09%
+16,186
135
$2.21M 0.09%
+47,358
136
$2.21M 0.09%
+37,281
137
$2.16M 0.08%
+10,716
138
$2.13M 0.08%
3,750
+623
139
$2.11M 0.08%
+29,080
140
$2.08M 0.08%
+10,069
141
$2.05M 0.08%
+21,567
142
$2.03M 0.08%
+17,052
143
$2.02M 0.08%
+10,829
144
$2.01M 0.08%
+19,816
145
$1.98M 0.08%
+10,232
146
$1.93M 0.07%
+44,653
147
$1.9M 0.07%
+28,698
148
$1.88M 0.07%
+43,878
149
$1.86M 0.07%
+15,435
150
$1.85M 0.07%
+48,990
4 5
6
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