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
$1.1M
AUM Growth
+$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$8.83K
3
+$2.96K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.24K
5
CRM icon
Salesforce
CRM
+$794

Top Sells

1
+$4.15K
2
+$2.94K
3
+$1.46K
4
FVRR icon
Fiverr
FVRR
+$427
5
ASML icon
ASML
ASML
+$278

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 2.76%
3 Communication Services 2.17%
4 Financials 1.32%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52K 0.14%
16,469
+118
27
$1.5K 0.14%
26,670
-3,081
28
$1.36K 0.12%
5,663
+818
29
$1.34K 0.12%
8,487
+735
30
$1.33K 0.12%
10,600
-380
31
$1.09K 0.1%
3,888
-233
32
$982 0.09%
2,452
33
$822 0.08%
12,964
+946
34
$764 0.07%
2,019
35
$653 0.06%
+22,447
36
$574 0.05%
3,715
+3
37
$553 0.05%
2,268
+16
38
$546 0.05%
7,456
+583
39
$540 0.05%
4,253
+237
40
$418 0.04%
1,715
+84
41
$387 0.04%
+25,265
42
$386 0.04%
11,053
+185
43
$362 0.03%
2,480
44
$357 0.03%
11,753
+1,526
45
$348 0.03%
4,078
-700
46
$337 0.03%
+1,142
47
$326 0.03%
5,388
+1,098
48
$314 0.03%
1,054
49
$295 0.03%
1,302
+9
50
$290 0.03%
2,922
+38
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