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
$105M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$1.74M
3 +$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.68M

Top Sells

1 +$2.91M
2 +$1.97M
3 +$1.58M
4
GS icon
Goldman Sachs
GS
+$1.56M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.09M

Sector Composition

1 Technology 14.02%
2 Financials 8.33%
3 Consumer Staples 6.03%
4 Industrials 3.77%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$273K 0.26%
6,080
+80
52
$250K 0.24%
4,350
53
$245K 0.23%
35,000
54
$187K 0.18%
13,470
55
$187K 0.18%
14,087
56
$185K 0.18%
11,230
-100
57
$89K 0.08%
10,054
58
$52K 0.05%
+11,000
59
$14K 0.01%
18,750
60
0
61
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62
0
63
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64
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65
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66
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67
-142
68
0
69
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70
-50
71
-1,246
72
-1,747
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75
0