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
$105M
AUM Growth
-$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$1.74M
3 +$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.68M

Top Sells

1 +$2.91M
2 +$1.97M
3 +$1.58M
4
GS icon
Goldman Sachs
GS
+$1.56M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.09M

Sector Composition

1 Technology 14.02%
2 Financials 8.33%
3 Consumer Staples 6.03%
4 Industrials 3.77%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
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