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
$178M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.69%
2 Technology 3.26%
3 Healthcare 2.55%
4 Communication Services 1.9%
5 Energy 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.8K 0.01%
181
+151
227
$16.5K 0.01%
+174
228
$16.4K 0.01%
244
+77
229
$16.3K 0.01%
201
+12
230
$16.3K 0.01%
107
+1
231
$16K 0.01%
200
232
$15.4K 0.01%
858
233
$14.9K 0.01%
328
234
$14.7K 0.01%
239
235
$14.6K 0.01%
+120
236
$13.3K 0.01%
+520
237
$13.2K 0.01%
82
238
$12.5K 0.01%
185
239
$12.3K 0.01%
188
+15
240
$11.4K 0.01%
125
241
$11.3K 0.01%
268
242
$10.4K 0.01%
101
243
$9.18K 0.01%
366
+33
244
$9.12K 0.01%
260
245
$8.95K 0.01%
189
+17
246
$8.64K ﹤0.01%
387
247
$8.6K ﹤0.01%
76
248
$7.46K ﹤0.01%
126
+27
249
$7.43K ﹤0.01%
+181
250
$7.37K ﹤0.01%
+63