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
$184M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.38M
3
+$1.5M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$1.4M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.39M

Top Sells

1
+$12.7M
2
+$3.47M
3
+$1.4M
4
INTC icon
Intel
INTC
+$548K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$538K

Sector Composition

1 Technology 48.1%
2 Consumer Discretionary 13.77%
3 Communication Services 9.11%
4 Financials 5.31%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.17%
99,120
+6,480
27
$1.26M 0.16%
25,297
-11,011
28
$978K 0.13%
11,160
-4,600
29
$938K 0.12%
5,356
+172
30
$857K 0.11%
2,444
+8
31
$848K 0.11%
3,813
-1,063
32
$712K 0.09%
2,005
+1,211
33
$681K 0.09%
3,180
-947
34
$675K 0.09%
2,935
+721
35
$594K 0.08%
3,341
+266
36
$543K 0.07%
987
+463
37
$525K 0.07%
3,712
+275
38
$390K 0.05%
5,449
-173
39
$346K 0.04%
5,783
+688
40
$324K 0.04%
+9,777
41
$315K 0.04%
4,079
+71
42
$274K 0.04%
506
-41
43
$273K 0.04%
+1,052
44
$269K 0.03%
+2,380
45
$253K 0.03%
+1,161
46
$251K 0.03%
+2,967
47
$249K 0.03%
+3,110
48
$235K 0.03%
2,842
+42
49
$224K 0.03%
595
-20
50
$219K 0.03%
930
-1,800
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