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
$99M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$13.3M
3 +$6.75M
4
AAPL icon
Apple
AAPL
+$5.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.04%
2 Communication Services 14.32%
3 Consumer Discretionary 11.19%
4 Consumer Staples 6.13%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$278K 0.23%
+3,892
52
$249K 0.21%
+843
53
$242K 0.2%
+3,379
54
$209K 0.18%
+6,088
55
$206K 0.17%
+900
56
$95K 0.08%
+10,054