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
201
$1.19M 0.05%
+7,879
202
$1.19M 0.05%
+24,786
203
$1.18M 0.05%
+1,793
204
$1.18M 0.05%
+4,037
205
$1.18M 0.05%
+27,724
206
$1.18M 0.05%
+16,238
207
$1.18M 0.05%
+16,672
208
$1.17M 0.05%
+29,892
209
$1.16M 0.04%
+43,502
210
$1.13M 0.04%
+6,049
211
$1.12M 0.04%
+18,530
212
$1.07M 0.04%
+26,068
213
$1.06M 0.04%
+10,106
214
$1.05M 0.04%
+6,200
215
$1.04M 0.04%
+27,743
216
$1.04M 0.04%
+85,782
217
$1.03M 0.04%
+4,203
218
$1.03M 0.04%
+8,800
219
$1.02M 0.04%
+5,441
220
$978K 0.04%
+7,555
221
$974K 0.04%
+17,022
222
$965K 0.04%
+4,020
223
$955K 0.04%
+41,473
224
$935K 0.04%
+446
225
$933K 0.04%
+134,174
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9
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