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
251
$19K 0.01%
200
-900
252
$19K 0.01%
+300
253
$19K 0.01%
132
+32
254
$19K 0.01%
885
255
$19K 0.01%
254
+54
256
$19K 0.01%
269
+67
257
$18K 0.01%
276
-61
258
$18K 0.01%
+750
259
$18K 0.01%
750
260
$18K 0.01%
600
+200
261
$18K 0.01%
+530
262
$17K 0.01%
436
-47,433
263
$17K 0.01%
+154
264
$17K 0.01%
240
-24,835
265
$17K 0.01%
+200
266
$17K 0.01%
292
267
$17K 0.01%
450
+314
268
$17K 0.01%
+2,015
269
$16K 0.01%
308
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270
$16K 0.01%
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271
$16K 0.01%
340
+40
272
$16K 0.01%
445
273
$16K 0.01%
200
274
$15K 0.01%
900
-500
275
$15K 0.01%
+150
9 10
11
12 13