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
$1.1M
AUM Growth
+$316K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$8.83K
3
+$2.96K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.24K
5
CRM icon
Salesforce
CRM
+$794

Top Sells

1
+$4.15K
2
+$2.94K
3
+$1.46K
4
FVRR icon
Fiverr
FVRR
+$427
5
ASML icon
ASML
ASML
+$278

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 2.76%
3 Communication Services 2.17%
4 Financials 1.32%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$869K 79.23%
23,905
+5,013
2
$62.3K 5.68%
229,961
+32,609
3
$28K 2.55%
204,190
-30,299
4
$21.8K 1.99%
126,860
+1,160
5
$16.8K 1.53%
137,340
-11,980
6
$11.6K 1.06%
32,704
+966
7
$9.58K 0.87%
138,411
+17,856
8
$6.37K 0.58%
26,063
+3,250
9
$5.03K 0.46%
13,774
+509
10
$4.96K 0.45%
16,179
-612
11
$4.34K 0.4%
6,279
-403
12
$4.27K 0.39%
10,398
+354
13
$3.94K 0.36%
22,110
+16,603
14
$3.23K 0.29%
11,057
+1,020
15
$3.12K 0.28%
13,765
+1,432
16
$2.71K 0.25%
11,088
+613
17
$2.67K 0.24%
7,668
+1,055
18
$2.5K 0.23%
8,567
-109
19
$2.48K 0.23%
30,792
20
$2.42K 0.22%
10,332
+534
21
$2.27K 0.21%
62,379
22
$2.25K 0.21%
37,750
+10,109
23
$2.18K 0.2%
109,040
-1,360
24
$1.7K 0.15%
23,407
-235
25
$1.6K 0.15%
6,618
-1,760
1
2 3