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
$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
276
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+125
277
$7K 0.01%
+1,000
278
$7K 0.01%
1,000
279
$7K 0.01%
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280
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$6K 0.01%
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282
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94
283
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284
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285
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286
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47
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287
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288
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289
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290
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381
292
$5K ﹤0.01%
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$5K ﹤0.01%
271
295
$5K ﹤0.01%
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297
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298
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299
$5K ﹤0.01%
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300
$5K ﹤0.01%
+80
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