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
$184M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$12.7M
2 +$3.47M
3 +$1.4M
4
INTC icon
Intel
INTC
+$548K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$538K

Sector Composition

1 Technology 48.1%
2 Consumer Discretionary 13.77%
3 Communication Services 9.11%
4 Financials 5.31%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$103K 0.01%
11,883
+211
52
$70K 0.01%
507
-10,122