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
$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
326
$2K ﹤0.01%
76
327
$2K ﹤0.01%
+100
328
$2K ﹤0.01%
32
329
$2K ﹤0.01%
+100
330
$2K ﹤0.01%
200
331
$2K ﹤0.01%
208
332
$2K ﹤0.01%
+1,008
333
$1K ﹤0.01%
32
334
$1K ﹤0.01%
+32
335
$1K ﹤0.01%
29
336
$1K ﹤0.01%
+10
337
$1K ﹤0.01%
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338
$1K ﹤0.01%
+100
339
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340
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$0 ﹤0.01%
10
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347
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350
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12 13
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