EWM
Elite Wealth Management Portfolio holdings
AUM
$304M
This Quarter Return
+3.56%
1 Year Return
+27.73%
3 Year Return
+45.54%
5 Year Return
+66.99%
10 Year Return
–
AUM
$67.7M
AUM Growth
–
Cap. Flow
+$67.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.29%
Holding
316
New
291
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Intel
INTC
|
$11.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.8M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$4.64M |
| 4 |
Microsoft
MSFT
|
$4.44M |
| 5 |
Apple
AAPL
|
$3.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30.18% |
| 2 | Consumer Discretionary | 8.79% |
| 3 | Healthcare | 6.71% |
| 4 | Consumer Staples | 6.24% |
| 5 | Financials | 4.87% |
