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
$193M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$460K
3 +$268K
4
PDD icon
Pinduoduo
PDD
+$219K
5
NKE icon
Nike
NKE
+$215K

Top Sells

1 +$6.17M
2 +$1.48M
3 +$689K
4
LYFT icon
Lyft
LYFT
+$293K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$241K

Sector Composition

1 Technology 64.1%
2 Consumer Discretionary 8.7%
3 Communication Services 8.47%
4 Financials 4.84%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.03%
9,866
-250
52
$122K 0.02%
24,192
-461
53
$83K 0.01%
12,217
54
-304
55
-7,629
56
-4,759
57
-3,130