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
$228M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$402K
3
+$380K
4
LMT icon
Lockheed Martin
LMT
+$285K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$239K

Top Sells

1
+$1.39M
2
+$397K
3
+$177K
4
SH icon
ProShares Short S&P500
SH
+$172K
5
PSQ icon
ProShares Short QQQ
PSQ
+$152K

Sector Composition

1 Technology 64.11%
2 Consumer Discretionary 7.14%
3 Communication Services 7.02%
4 Financials 3.88%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.07%
17,908
-313
27
$1.03M 0.06%
5,516
28
$961K 0.06%
29,423
-1,616
29
$871K 0.05%
4,098
30
$847K 0.05%
9,827
-52
31
$775K 0.05%
43,469
+3,840
32
$743K 0.05%
1,495
+12
33
$641K 0.04%
3,929
34
$617K 0.04%
2,972
-70
35
$583K 0.04%
2,412
36
$582K 0.04%
7,668
-335
37
$517K 0.03%
10,550
-41
38
$456K 0.03%
15,181
-259
39
$439K 0.03%
4,003
40
$435K 0.03%
5,650
-33
41
$402K 0.02%
+850
42
$339K 0.02%
1,185
43
$338K 0.02%
977
+6
44
$331K 0.02%
3,377
45
$299K 0.02%
967
+8
46
$285K 0.02%
+602
47
$284K 0.02%
2,921
48
$274K 0.02%
1,201
+3
49
$260K 0.02%
9,079
-108
50
$243K 0.01%
5,948
1
2
3