EW

Element Wealth Portfolio holdings

AUM $242M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$290K
3 +$125K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$108K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$103K

Sector Composition

1 Financials 3.88%
2 Technology 2.6%
3 Healthcare 2.32%
4 Energy 2%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,055