EWM

Elite Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.1M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$751K
2 +$482K
3 +$468K
4
NFLX icon
Netflix
NFLX
+$282K
5
AMZN icon
Amazon
AMZN
+$265K

Sector Composition

1 Technology 37.63%
2 Consumer Discretionary 12.37%
3 Communication Services 6.02%
4 Consumer Staples 4.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$99K 0.13%
11,112
+208
27
-9,500
28
-792
29
-815
30
-2,600