EW

Element Wealth Portfolio holdings

AUM $229M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$326K
3 +$298K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K
5
LLY icon
Eli Lilly
LLY
+$258K

Sector Composition

1 Financials 3.69%
2 Technology 2.82%
3 Healthcare 2.27%
4 Communication Services 1.81%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.24K ﹤0.01%
49
227
$1.82K ﹤0.01%
+28
228
$1.72K ﹤0.01%
42
-1
229
$1.04K ﹤0.01%
24
230
$901 ﹤0.01%
21
231
$720 ﹤0.01%
20
232
$594 ﹤0.01%
15