EW
Element Wealth Portfolio holdings
AUM
$217M
This Quarter Return
+8.54%
1 Year Return
+11.79%
3 Year Return
+39.57%
5 Year Return
+70.41%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+16%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
44.61%
Holding
269
New
22
Increased
87
Reduced
75
Closed
10
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.15M |
| 2 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
$2.94M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.23M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$1.12M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.01M |
Top Sells
Sector Composition
| 1 | Financials | 3.76% |
| 2 | Technology | 2.71% |
| 3 | Healthcare | 2.43% |
| 4 | Communication Services | 1.9% |
| 5 | Energy | 1.5% |
