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
$780K
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.92K
2
+$2.66K
3
+$1.9K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.13K
5
SPGI icon
S&P Global
SPGI
+$1.11K

Top Sells

1
+$70K
2
+$36.9K
3
+$4.48K
4
AMZN icon
Amazon
AMZN
+$1.12K
5
NOW icon
ServiceNow
NOW
+$265

Sector Composition

1 Technology 12.05%
2 Consumer Discretionary 3.11%
3 Communication Services 2.72%
4 Financials 1.63%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45K 0.19%
16,351
+253
27
$1.38K 0.18%
23,642
+953
28
$1.23K 0.16%
4,845
+1,665
29
$1.14K 0.15%
10,980
-180
30
$1.08K 0.14%
7,752
+2,396
31
$912 0.12%
2,452
+8
32
$834 0.11%
4,121
+308
33
$746 0.1%
2,019
+14
34
$724 0.09%
12,018
+6,235
35
$722 0.09%
+5,507
36
$560 0.07%
2,252
-683
37
$538 0.07%
4,016
+675
38
$520 0.07%
6,873
+2,794
39
$493 0.06%
3,712
40
$370 0.05%
1,631
+470
41
$369 0.05%
4,778
-671
42
$360 0.05%
10,868
+1,091
43
$299 0.04%
1,054
+2
44
$298 0.04%
+10,227
45
$288 0.04%
1,293
+363
46
$274 0.04%
2,480
+100
47
$271 0.03%
+4,290
48
$264 0.03%
506
49
$258 0.03%
+1,844
50
$256 0.03%
2,884
+42
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