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
$780K
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.92K
2
+$2.66K
3
+$1.9K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.13K
5
SPGI icon
S&P Global
SPGI
+$1.11K

Top Sells

1
+$70K
2
+$36.9K
3
+$4.48K
4
AMZN icon
Amazon
AMZN
+$1.12K
5
NOW icon
ServiceNow
NOW
+$265

Sector Composition

1 Technology 12.05%
2 Consumer Discretionary 3.11%
3 Communication Services 2.72%
4 Financials 1.63%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$587K 75.21%
18,892
-1,188
2
$46.5K 5.96%
197,352
+1,196
3
$26.2K 3.36%
234,489
+23,776
4
$19.4K 2.49%
125,700
-7,240
5
$15.4K 1.97%
149,320
+10,940
6
$10.1K 1.3%
31,738
+2,298
7
$8.27K 1.06%
120,555
+100,809
8
$4.83K 0.62%
22,813
+8,957
9
$4.72K 0.61%
13,265
+2,561
10
$4.14K 0.53%
16,791
+1,407
11
$4.13K 0.53%
6,682
+798
12
$3.54K 0.45%
10,044
+3,157
13
$2.94K 0.38%
34,099
-51,944
14
$2.8K 0.36%
12,333
+1,971
15
$2.78K 0.36%
10,037
+2,103
16
$2.39K 0.31%
30,792
17
$2.35K 0.3%
62,379
18
$2.31K 0.3%
10,475
+1,844
19
$2.11K 0.27%
8,676
+586
20
$2.08K 0.27%
9,798
+1,528
21
$1.95K 0.25%
6,613
+1,023
22
$1.9K 0.24%
29,751
+4,454
23
$1.86K 0.24%
27,641
+3,603
24
$1.82K 0.23%
8,378
-125
25
$1.47K 0.19%
110,400
+11,280
1
2 3