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
$136M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.27M
3
+$2.77M
4
DIS icon
Walt Disney
DIS
+$2.68M
5
F icon
Ford
F
+$2.65M

Top Sells

1
+$2.65M
2
+$2.19M
3
+$1.92M
4
RTX icon
RTX Corp
RTX
+$1.9M
5
ABT icon
Abbott
ABT
+$1.85M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 9.88%
3 Financials 9.66%
4 Consumer Staples 8.41%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.02%
+2,100
227
$24K 0.02%
230
+28
228
$24K 0.02%
+1,370
229
$24K 0.02%
307
-18,561
230
$24K 0.02%
424
231
$23K 0.02%
868
-44,062
232
$23K 0.02%
235
233
$23K 0.02%
+3,165
234
$23K 0.02%
+505
235
$22K 0.02%
697
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236
$22K 0.02%
850
237
$21K 0.02%
552
238
$21K 0.02%
+400
239
$21K 0.02%
+116
240
$20K 0.01%
3,000
241
$20K 0.01%
500
242
$20K 0.01%
+260
243
$20K 0.01%
368
244
$20K 0.01%
2,000
245
$20K 0.01%
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246
$20K 0.01%
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247
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1,000
248
$20K 0.01%
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249
$20K 0.01%
800
250
$20K 0.01%
202
-9,683
8 9
10
11 12