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
351
$6K ﹤0.01%
+117
352
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656
353
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+170
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+300
355
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360
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361
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363
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+1,796
365
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+37
366
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+34
367
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381
368
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+45
369
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370
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117
371
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+20
372
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373
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+380
374
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+49
375
$5K ﹤0.01%
+122