EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
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
+$515K
2
+$410K
3
+$336K
4
LMT icon
Lockheed Martin
LMT
+$282K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$221K

Top Sells

1
+$1.45M
2
+$356K
3
+$177K
4
PSQ icon
ProShares Short QQQ
PSQ
+$166K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K

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 0.5%
17,908
-313
27
$1.03M 0.45%
5,516
28
$961K 0.42%
29,423
-1,616
29
$871K 0.38%
4,098
30
$847K 0.37%
9,827
-52
31
$775K 0.34%
43,469
+3,840
32
$743K 0.33%
1,495
+12
33
$641K 0.28%
3,929
34
$617K 0.27%
2,972
-70
35
$583K 0.26%
2,412
36
$582K 0.26%
7,668
-335
37
$517K 0.23%
10,550
-41
38
$456K 0.2%
15,181
-259
39
$439K 0.19%
4,003
40
$435K 0.19%
5,650
-33
41
$402K 0.18%
+850
42
$339K 0.15%
1,185
43
$338K 0.15%
9,770
+60
44
$331K 0.14%
3,377
45
$299K 0.13%
967
+8
46
$285K 0.12%
+602
47
$284K 0.12%
2,921
48
$274K 0.12%
1,201
+3
49
$260K 0.11%
9,079
-108
50
$243K 0.11%
5,948
1
2
3