EWM

Elite Wealth Management Portfolio holdings

AUM $386M
1-Year Est. Return 40.37%
This Quarter Est. Return
1 Year Est. Return
+40.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.52M
3
+$1.45M
4
UNH icon
UnitedHealth
UNH
+$1.4M
5
BAX icon
Baxter International
BAX
+$1.34M

Top Sells

1
+$3.01M
2
+$2.6M
3
+$2.53M
4
APA icon
APA Corp
APA
+$2.39M
5
DIS icon
Walt Disney
DIS
+$2.02M

Sector Composition

1 Technology 18.05%
2 Consumer Discretionary 11.08%
3 Financials 8.2%
4 Healthcare 6.87%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
+77
227
$9K 0.01%
+296
228
$9K 0.01%
216
229
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+69
230
$9K 0.01%
125
+75
231
$9K 0.01%
+250
232
$9K 0.01%
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233
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127
-397
234
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235
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70
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236
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237
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50
238
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+100
239
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240
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299
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241
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242
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243
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656
244
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245
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246
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247
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248
$7K 0.01%
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$6K ﹤0.01%
150
250
$6K ﹤0.01%
188
-3,325
8 9
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