EWM
Elite Wealth Management Portfolio holdings
AUM
$304M
This Quarter Return
+3.19%
1 Year Return
+27.73%
3 Year Return
+45.54%
5 Year Return
+66.99%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+9.8%)
Cap. Flow
+$4.37M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
64.55%
Holding
60
New
5
Increased
32
Reduced
7
Closed
7
Top Buys
1 |
Netflix
NFLX
|
$2.97M |
2 |
Invesco QQQ Trust
QQQ
|
$2.58M |
3 |
Mastercard
MA
|
$1.61M |
4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.38M |
5 |
Alphabet (Google) Class A
GOOGL
|
$473K |
Top Sells
1 |
Johnson & Johnson
JNJ
|
$2.29M |
2 |
Sociedad Química y Minera de Chile
SQM
|
$2.17M |
3 |
ABB
ABB Ltd.
ABB
|
$970K |
4 |
Lakeland Financial Corp
LKFN
|
$828K |
5 |
SPDR S&P 500 ETF Trust
SPY
|
$733K |
Sector Composition
1 | Technology | 30.74% |
2 | Communication Services | 20.02% |
3 | Consumer Discretionary | 13.54% |
4 | Financials | 6.41% |
5 | Consumer Staples | 5.49% |