EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.83M
3
+$4.64M
4
MSFT icon
Microsoft
MSFT
+$4.21M
5
AAPL icon
Apple
AAPL
+$3.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.18%
2 Consumer Discretionary 8.79%
3 Healthcare 6.71%
4 Consumer Staples 6.24%
5 Financials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+25
227
$3K ﹤0.01%
+1
228
$3K ﹤0.01%
+28
229
$3K ﹤0.01%
+43
230
$3K ﹤0.01%
+100
231
$2K ﹤0.01%
+32
232
$2K ﹤0.01%
+208
233
$2K ﹤0.01%
+72
234
$2K ﹤0.01%
+22
235
$2K ﹤0.01%
+29
236
$2K ﹤0.01%
+80
237
$2K ﹤0.01%
+10
238
$2K ﹤0.01%
+49
239
$2K ﹤0.01%
+114
240
$2K ﹤0.01%
+50
241
$2K ﹤0.01%
+28
242
$1K ﹤0.01%
+32
243
$1K ﹤0.01%
+29
244
$1K ﹤0.01%
+11
245
$1K ﹤0.01%
+75
246
$1K ﹤0.01%
+200
247
– –
0
248
– –
0
249
– –
0
250
$0 ﹤0.01%
+4
8 9
10
11 12