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
$72.5M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$1.91M
2 +$1.87M
3 +$350K
4
MCD icon
McDonald's
MCD
+$228K
5
META icon
Meta Platforms (Facebook)
META
+$209K

Sector Composition

1 Technology 41.28%
2 Consumer Discretionary 11.38%
3 Communication Services 6.22%
4 Consumer Staples 5.73%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,100
27
-1,083