EW
Element Wealth Portfolio holdings
AUM
$217M
This Quarter Return
+3.77%
1 Year Return
+11.79%
3 Year Return
+39.57%
5 Year Return
+70.41%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+9.3%)
Cap. Flow
+$7.56M
Cap. Flow
% of AUM
5.65%
Top 10 Holdings %
Top 10 Hldgs %
47.68%
Holding
215
New
17
Increased
76
Reduced
61
Closed
14
Top Buys
Top Sells
| 1 |
Honeywell
HON
|
$224K |
| 2 |
Franklin US Low Volatility High Dividend Index ETF
LVHD
|
$202K |
| 3 |
Kellanova
K
|
$201K |
| 4 |
Regions Financial
RF
|
$196K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$165K |
Sector Composition
| 1 | Financials | 3.69% |
| 2 | Technology | 2.42% |
| 3 | Healthcare | 2% |
| 4 | Energy | 1.89% |
| 5 | Communication Services | 1.72% |
