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
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$4.13M
3 +$386K
4
TSLA icon
Tesla
TSLA
+$191K
5
XOM icon
Exxon Mobil
XOM
+$39.6K

Top Sells

1 +$2.99M
2 +$1.1M
3 +$1.01M
4
ASML icon
ASML
ASML
+$520K
5
MA icon
Mastercard
MA
+$519K

Sector Composition

1 Technology 65.82%
2 Consumer Discretionary 8.96%
3 Communication Services 6.85%
4 Financials 3.83%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,192
52
-2,107
53
-3,551
54
-20,720