EWM
Elite Wealth Management Portfolio holdings
AUM
$304M
1-Year Est. Return
27.73%
1 Year Est. Return
+27.73%
AUM
$304M
AUM Growth
-$43.6M
(-13%)
Holding
35
Top Buys
| 1 | +$423K | |
| 2 | +$331K | |
| 3 | +$224K | |
| 4 |
CrowdStrike
CRWD
|
+$215K |
Top Sells
| 1 | +$29.7M | |
| 2 | +$22.3M | |
| 3 | +$11.8M | |
| 4 |
Celestica
CLS
|
+$8.76M |
| 5 |
Broadcom
AVGO
|
+$8.55M |
Sector Composition
| 1 | Technology | 72.1% |
| 2 | Consumer Discretionary | 12.59% |
| 3 | Communication Services | 10.29% |
| 4 | Healthcare | 1.47% |
| 5 | Financials | 1.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRWV
26
CoreWeave Inc
CRWV
$62.9B
| $423K | 0.14% |
+2,597
|
|
||
|
GUT
27
Gabelli Utility Trust
GUT
$520M
| $331K | 0.11% |
+57,100
|
|
||
28
Dell
DELL
$99.1B
| $325K | 0.11% |
2,650
|
|
||
29
Exxon Mobil
XOM
$480B
| $266K | 0.09% |
2,467
-265
|
|
||
30
RTX Corp
RTX
$215B
| $245K | 0.08% |
1,677
|
|
||
31
JPMorgan Chase
JPM
$823B
| $224K | 0.07% |
+773
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
-628
|
|
||
33
Coinbase
COIN
$88.3B
| – | – |
-3,930
|
|
||
34
Eli Lilly
LLY
$725B
| – | – |
-260
|
|
||
35
Vertiv
VRT
$67.1B
| – | – |
-45,099
|
|