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
176
$1.38M 0.05%
+5,057
177
$1.37M 0.05%
+22,377
178
$1.36M 0.05%
+5,527
179
$1.34M 0.05%
+26,724
180
$1.33M 0.05%
+28,655
181
$1.33M 0.05%
+15,574
182
$1.33M 0.05%
+39,480
183
$1.32M 0.05%
+4,915
184
$1.3M 0.05%
+81,459
185
$1.28M 0.05%
+24,557
186
$1.26M 0.05%
+51,556
187
$1.26M 0.05%
+11,841
188
$1.26M 0.05%
+23,175
189
$1.25M 0.05%
+6,937
190
$1.25M 0.05%
+21,642
191
$1.23M 0.05%
+56,383
192
$1.22M 0.05%
+4,160
193
$1.22M 0.05%
+2,620
194
$1.22M 0.05%
+13,932
195
$1.21M 0.05%
+48,822
196
$1.21M 0.05%
+16,798
197
$1.21M 0.05%
+220,676
198
$1.2M 0.05%
+10,180
199
$1.2M 0.05%
+13,631
200
$1.19M 0.05%
+7,879
6 7
8
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