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
$1.1M
AUM Growth
+$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$8.83K
3
+$2.96K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.24K
5
CRM icon
Salesforce
CRM
+$794

Top Sells

1
+$4.15K
2
+$2.94K
3
+$1.46K
4
FVRR icon
Fiverr
FVRR
+$427
5
ASML icon
ASML
ASML
+$278

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 2.76%
3 Communication Services 2.17%
4 Financials 1.32%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275 0.03%
314
52
$265 0.02%
501
-5
53
$252 0.02%
458
54
$246 0.02%
5,651
+1,048
55
$244 0.02%
2,327
+27
56
$242 0.02%
3,130
57
$237 0.02%
1,160
+232
58
$237 0.02%
598
+1
59
$224 0.02%
2,732
+888
60
$113 0.01%
12,217
+198
61
– –
-34,099
1 2
3