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
$113M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$2.53M
3
+$2.37M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.04M
5
NOV icon
NOV
NOV
+$1.94M

Top Sells

1
+$4.41M
2
+$1.05M
3
+$893K
4
PX
Praxair Inc
PX
+$872K
5
RTN
Raytheon Company
RTN
+$865K

Sector Composition

1 Technology 21.08%
2 Consumer Staples 9.75%
3 Consumer Discretionary 6.78%
4 Healthcare 5.97%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
337
+61
227
$18K 0.02%
+1,000
228
$17K 0.02%
+200
229
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+500
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231
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232
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+375
233
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595
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234
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235
$17K 0.02%
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236
$16K 0.01%
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237
$16K 0.01%
+2,360
238
$16K 0.01%
800
239
$15K 0.01%
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240
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241
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242
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196
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243
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244
$15K 0.01%
375
245
$14K 0.01%
300
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249
$14K 0.01%
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$14K 0.01%
300
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