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
$258M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.48M
3
+$2.43M
4
DASH icon
DoorDash
DASH
+$826K
5
XYZ
Block Inc
XYZ
+$333K

Top Sells

1
+$11.7M
2
+$1.68M
3
+$1.66M
4
AAPL icon
Apple
AAPL
+$1.49M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M

Sector Composition

1 Technology 57.04%
2 Consumer Discretionary 10.77%
3 Communication Services 9.63%
4 Financials 5.31%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.23%
8,520
-172
27
$1.47M 0.21%
7,306
+761
28
$1.21M 0.17%
7,834
-495
29
$1.01M 0.14%
16,453
-701
30
$810K 0.11%
22,888
+6,829
31
$734K 0.1%
11,832
-1,455
32
$726K 0.1%
6,388
-252
33
$690K 0.1%
3,068
34
$689K 0.1%
22,747
-626
35
$612K 0.09%
3,790
+2,062
36
$592K 0.08%
6,342
-836
37
$568K 0.08%
3,727
-271
38
$524K 0.07%
1,488
+150
39
$477K 0.07%
1,151
-18
40
$437K 0.06%
3,727
41
$382K 0.05%
10,622
-521
42
$378K 0.05%
666
+17
43
$351K 0.05%
4,078
44
$333K 0.05%
513
-303
45
$330K 0.05%
+5,583
46
$311K 0.04%
516
+15
47
$303K 0.04%
1,172
-32
48
$301K 0.04%
7,047
+827
49
$288K 0.04%
314
50
$288K 0.04%
2,090
-640
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