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
$228M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$397K
3 +$177K
4
SH icon
ProShares Short S&P500
SH
+$172K
5
PSQ icon
ProShares Short QQQ
PSQ
+$152K

Sector Composition

1 Technology 64.11%
2 Consumer Discretionary 7.14%
3 Communication Services 7.02%
4 Financials 3.88%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.01%
+9,382
52
$210K 0.01%
314
+1
53
$201K 0.01%
2,651
-32
54
$116K 0.01%
12,553
+1,593
55
$84.9K 0.01%
12,468
+252
56
-3,636