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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.2M
3
+$1.18M
4
HON icon
Honeywell
HON
+$897K
5
TXN icon
Texas Instruments
TXN
+$880K

Top Sells

1
+$1.34M
2
+$1.22M
3
+$1.22M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.12M
5
XOM icon
Exxon Mobil
XOM
+$989K

Sector Composition

1 Technology 13.41%
2 Financials 7.45%
3 Industrials 7.29%
4 Consumer Staples 5.13%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
100
227
$4K ﹤0.01%
300
228
$4K ﹤0.01%
100
229
$4K ﹤0.01%
+10
230
$4K ﹤0.01%
200
231
$4K ﹤0.01%
299
232
$4K ﹤0.01%
600
233
$4K ﹤0.01%
200
234
$3K ﹤0.01%
50
235
$3K ﹤0.01%
100
236
$3K ﹤0.01%
+100
237
$3K ﹤0.01%
60
238
$3K ﹤0.01%
80
239
$3K ﹤0.01%
100
240
$3K ﹤0.01%
100
241
$2K ﹤0.01%
+200
242
$2K ﹤0.01%
50
243
$2K ﹤0.01%
22
-139
244
$2K ﹤0.01%
62
245
$2K ﹤0.01%
80
246
$2K ﹤0.01%
1
247
$2K ﹤0.01%
115
248
$2K ﹤0.01%
150
-1,215
249
$2K ﹤0.01%
25
250
$2K ﹤0.01%
20
8 9
10
11 12