EWM
Elite Wealth Management Portfolio holdings
AUM
$386M
1-Year Est. Return
40.37%
1 Year Est. Return
+40.37%
AUM
$386M
AUM Growth
+$82.4M
(+27%)
Holding
53
Top Buys
| 1 | +$11.3M | |
| 2 | +$9.99M | |
| 3 | +$9.11M | |
| 4 |
SAP
SAP
|
+$6.37M |
| 5 |
Agnico Eagle Mines
AEM
|
+$4.57M |
Top Sells
| 1 | +$19.6M | |
| 2 | +$7.33M | |
| 3 | +$5.18M | |
| 4 |
Celestica
CLS
|
+$3.21M |
| 5 |
Salesforce
CRM
|
+$2.1M |
Sector Composition
| 1 | Technology | 63.74% |
| 2 | Communication Services | 14.99% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Consumer Staples | 3.03% |
| 5 | Financials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
RTX Corp
RTX
$226B
| – | – |
-1,677
|
|
||
52
Exxon Mobil
XOM
$497B
| – | – |
-2,467
|
|
||
|
CRWV
53
CoreWeave Inc
CRWV
$39.5B
| – | – |
-2,597
|
|