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
$198M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$9.22M
2 +$4.68M
3 +$2.69M
4
TXN icon
Texas Instruments
TXN
+$911K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$572K

Top Sells

1 +$409K
2 +$216K
3 +$208K
4
INTC icon
Intel
INTC
+$108K
5
ISRG icon
Intuitive Surgical
ISRG
+$51.7K

Sector Composition

1 Technology 61.17%
2 Consumer Discretionary 6.69%
3 Communication Services 6.45%
4 Financials 4.32%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.02%
+1,198
52
$121K 0.01%
+10,960
53
$80.6K 0.01%
12,216
-1
54
-3,920