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
251
$13K 0.01%
+53
252
$13K 0.01%
195
253
$13K 0.01%
202
+174
254
$13K 0.01%
3,000
255
$12K 0.01%
+300
256
$12K 0.01%
93
+68
257
$12K 0.01%
+400
258
$12K 0.01%
+4,100
259
$12K 0.01%
+2,000
260
$11K 0.01%
+250
261
$11K 0.01%
100
-1,408
262
$11K 0.01%
+261
263
$11K 0.01%
+150
264
$11K 0.01%
+186
265
$10K 0.01%
+1,200
266
$10K 0.01%
+100
267
$10K 0.01%
347
268
$10K 0.01%
+200
269
$9K 0.01%
216
270
$9K 0.01%
155
271
$9K 0.01%
200
272
$9K 0.01%
+1,156
273
$9K 0.01%
332
274
$9K 0.01%
200
275
$8K 0.01%
+100
9 10
11
12 13