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
$67.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$7.8M
3 +$4.64M
4
MSFT icon
Microsoft
MSFT
+$4.44M
5
AAPL icon
Apple
AAPL
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.18%
2 Consumer Discretionary 8.79%
3 Healthcare 6.71%
4 Consumer Staples 6.24%
5 Financials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
$0 ﹤0.01%
+29
278
0
279
0
280
$0 ﹤0.01%
+1