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
301
$11K 0.01%
+128
302
$11K 0.01%
+50
303
$11K 0.01%
+308
304
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+4
305
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347
306
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+150
307
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+2,000
308
$10K 0.01%
+240
309
$10K 0.01%
+1,203
310
$10K 0.01%
150
311
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+1,022
312
$10K 0.01%
428
-5,341
313
$10K 0.01%
109
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314
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+200
315
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115
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316
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317
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200
318
$9K 0.01%
+182
319
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216
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323
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100
324
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325
$8K 0.01%
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