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
251
$6K ﹤0.01%
231
252
$6K ﹤0.01%
+772
253
$6K ﹤0.01%
400
-19,300
254
$6K ﹤0.01%
480
255
$5K ﹤0.01%
100
-208
256
$5K ﹤0.01%
381
257
$5K ﹤0.01%
149
258
$5K ﹤0.01%
78
259
$5K ﹤0.01%
300
-500
260
$5K ﹤0.01%
409
261
$5K ﹤0.01%
85
-35
262
$5K ﹤0.01%
100
-300
263
$5K ﹤0.01%
400
-9
264
$5K ﹤0.01%
160
265
$5K ﹤0.01%
+300
266
$4K ﹤0.01%
20
+10
267
$4K ﹤0.01%
33
268
$4K ﹤0.01%
200
269
$4K ﹤0.01%
499
270
$4K ﹤0.01%
500
-45,600
271
$4K ﹤0.01%
100
-350
272
$3K ﹤0.01%
54
-215
273
$3K ﹤0.01%
99
-2,126
274
$3K ﹤0.01%
50
275
$3K ﹤0.01%
60
9 10
11
12 13