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
326
$8K 0.01%
+100
327
$8K 0.01%
+264
328
$8K 0.01%
+500
329
$8K 0.01%
+150
330
$7K 0.01%
+64
331
$7K 0.01%
+153
332
$7K 0.01%
+303
333
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50
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334
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1,000
335
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336
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337
$7K 0.01%
101
-1,537
338
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+26
339
$7K 0.01%
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340
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341
$6K ﹤0.01%
+48
342
$6K ﹤0.01%
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343
$6K ﹤0.01%
100
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344
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345
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346
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347
$6K ﹤0.01%
125
-1,134
348
$6K ﹤0.01%
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349
$6K ﹤0.01%
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350
$6K ﹤0.01%
+1,122
12 13
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