EW
Element Wealth Portfolio holdings
AUM $217M
1-Year Return
11.79%
This Quarter Return
-0.69%
1 Year Return
+11.79%
3 Year Return
+39.57%
5 Year Return
+70.41%
10 Year Return
–
AUM
$186M
AUM Growth
-$4.76M
(-2.5%)
Cap. Flow
-$2.25M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
40.69%
Holding
299
New
8
Increased
56
Reduced
78
Closed
137
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$594K |
| 2 |
ARK 21Shares Bitcoin ETF
ARKB
|
+$282K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$248K |
| 4 |
Apple
AAPL
|
+$229K |
| 5 |
Emerson Electric
EMR
|
+$227K |
Sector Composition
| 1 | Financials | 4.14% |
| 2 | Technology | 3.06% |
| 3 | Healthcare | 2.44% |
| 4 | Communication Services | 1.8% |
| 5 | Energy | 1.63% |
