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
$780K
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.92K
2
+$2.66K
3
+$1.9K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.13K
5
SPGI icon
S&P Global
SPGI
+$1.11K

Top Sells

1
+$70K
2
+$36.9K
3
+$4.48K
4
AMZN icon
Amazon
AMZN
+$1.12K
5
NOW icon
ServiceNow
NOW
+$265

Sector Composition

1 Technology 12.05%
2 Consumer Discretionary 3.11%
3 Communication Services 2.72%
4 Financials 1.63%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241 0.03%
2,300
-667
52
$237 0.03%
+314
53
$233 0.03%
+4,603
54
$229 0.03%
458
-529
55
$210 0.03%
597
+2
56
$204 0.03%
3,130
+20
57
$202 0.03%
+928
58
$109 0.01%
12,019
+136
59
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-507
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