EWM

Elite Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.65%
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
+$3.87M
2
+$3.19M
3
+$2.88M
4
PM icon
Philip Morris
PM
+$2.78M
5
APA icon
APA Corp
APA
+$2.5M

Top Sells

1
+$2.66M
2
+$1.99M
3
+$1.81M
4
RTX icon
RTX Corp
RTX
+$1.81M
5
ALL icon
Allstate
ALL
+$1.78M

Sector Composition

1 Technology 17.14%
2 Consumer Discretionary 9.88%
3 Financials 9.19%
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%
+150
302
$11K 0.01%
+2,000
303
$11K 0.01%
+128
304
$11K 0.01%
+50
305
$11K 0.01%
+308
306
$10K 0.01%
+200
307
$10K 0.01%
115
-81
308
$10K 0.01%
+122
309
$10K 0.01%
+240
310
$10K 0.01%
428
-5,341
311
$10K 0.01%
109
+39
312
$10K 0.01%
+1,203
313
$10K 0.01%
150
314
$10K 0.01%
+1,022
315
$10K 0.01%
200
316
$9K 0.01%
+182
317
$9K 0.01%
216
318
$9K 0.01%
200
319
$9K 0.01%
+1,216
320
$9K 0.01%
1,100
+100
321
$9K 0.01%
100
322
$9K 0.01%
+200
323
$8K 0.01%
+100
324
$8K 0.01%
+100
325
$8K 0.01%
+500
11 12
13
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