EW
Element Wealth Portfolio holdings
AUM
$217M
This Quarter Return
-0.32%
1 Year Return
+11.79%
3 Year Return
+39.57%
5 Year Return
+70.41%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+1.3%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
7.88%
Top 10 Holdings %
Top 10 Hldgs %
40.57%
Holding
301
New
17
Increased
132
Reduced
66
Closed
10
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$5.45M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.59M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$2.13M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.46M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$857K |
Top Sells
Sector Composition
| 1 | Financials | 4.15% |
| 2 | Technology | 3.59% |
| 3 | Healthcare | 2.3% |
| 4 | Communication Services | 1.79% |
| 5 | Energy | 1.41% |
