EWM
Elite Wealth Management Portfolio holdings
AUM
$304M
1-Year Est. Return
27.73%
1 Year Est. Return
+27.73%
AUM
$348M
AUM Growth
-$79.8M
(-19%)
Holding
39
Top Buys
| 1 | +$8.02M | |
| 2 | +$1.35M | |
| 3 | +$1.08M | |
| 4 |
Coinbase
COIN
|
+$677K |
| 5 |
CrowdStrike
CRWD
|
+$393K |
Top Sells
| 1 | +$8.88M | |
| 2 | +$7.71M | |
| 3 | +$4.72M | |
| 4 |
ASML
ASML
|
+$3.33M |
| 5 |
HCP
HashiCorp, Inc. Class A Common Stock
HCP
|
+$2.75M |
Sector Composition
| 1 | Technology | 67.39% |
| 2 | Consumer Discretionary | 12.71% |
| 3 | Communication Services | 10.33% |
| 4 | Healthcare | 2.64% |
| 5 | Financials | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$164B
| $437K | 0.06% |
2,565
+558
|
|
||
|
27
CrowdStrike
CRWD
$126B
| $393K | 0.05% |
+1,114
|
|
||
28
Berkshire Hathaway Class B
BRK.B
$1.06T
| $334K | 0.04% |
+628
|
|
||
29
Exxon Mobil
XOM
$481B
| $325K | 0.04% |
2,732
-1,800
|
|
||
30
Dell
DELL
$100B
| $242K | 0.03% |
+2,650
|
|
||
31
RTX Corp
RTX
$232B
| $222K | 0.03% |
1,677
-1,000
|
|
||
32
Eli Lilly
LLY
$717B
| $215K | 0.03% |
260
-203
|
|
||
33
Amgen
AMGN
$162B
| – | – |
-1,203
|
|
||
|
34
ASML
ASML
$398B
| – | – |
-4,802
|
|
||
35
Intel
INTC
$181B
| – | – |
-11,861
|
|
||
36
Lam Research
LRCX
$183B
| – | – |
-6,100
|
|
||
37
Palo Alto Networks
PANW
$145B
| – | – |
-1,346
|
|
||
38
UnitedHealth
UNH
$331B
| – | – |
-956
|
|
||
|
HCP
39
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| – | – |
-80,405
|
|