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
$300M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.5M
3
+$6.08M
4
PANW icon
Palo Alto Networks
PANW
+$5.28M
5
AMZN icon
Amazon
AMZN
+$4.26M

Top Sells

1
+$8.45M
2
+$7.86M
3
+$2.09M
4
SPGI icon
S&P Global
SPGI
+$1.82M
5
DASH icon
DoorDash
DASH
+$1.76M

Sector Composition

1 Technology 70.83%
2 Communication Services 7.71%
3 Consumer Discretionary 7.38%
4 Consumer Staples 3.13%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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64
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