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
151
$1.83M 0.07%
+38,305
152
$1.82M 0.07%
+11,756
153
$1.81M 0.07%
+41,711
154
$1.73M 0.07%
+34,989
155
$1.71M 0.07%
+22,067
156
$1.69M 0.07%
+20,137
157
$1.69M 0.07%
+10,120
158
$1.68M 0.07%
+23,314
159
$1.67M 0.06%
+19,416
160
$1.66M 0.06%
+9,571
161
$1.66M 0.06%
+15,155
162
$1.57M 0.06%
+46,560
163
$1.56M 0.06%
+33,105
164
$1.5M 0.06%
+6,722
165
$1.49M 0.06%
+25,918
166
$1.48M 0.06%
+6,775
167
$1.48M 0.06%
+5,611
168
$1.48M 0.06%
+32,068
169
$1.47M 0.06%
+16,229
170
$1.46M 0.06%
+12,624
171
$1.45M 0.06%
+18,921
172
$1.42M 0.06%
+24,979
173
$1.42M 0.06%
+10,396
174
$1.39M 0.05%
+22,267
175
$1.38M 0.05%
+133,477
5 6
7
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