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
351
$6K ﹤0.01%
77
+34
352
$6K ﹤0.01%
+117
353
$6K ﹤0.01%
+500
354
$6K ﹤0.01%
+170
355
$6K ﹤0.01%
+300
356
$6K ﹤0.01%
+61
357
$6K ﹤0.01%
+68
358
$6K ﹤0.01%
+150
359
$6K ﹤0.01%
+60
360
$6K ﹤0.01%
+480
361
$6K ﹤0.01%
+140
362
$5K ﹤0.01%
+37
363
$5K ﹤0.01%
+149
364
$5K ﹤0.01%
117
365
$5K ﹤0.01%
+20
366
$5K ﹤0.01%
+130
367
$5K ﹤0.01%
+49
368
$5K ﹤0.01%
+122
369
$5K ﹤0.01%
200
370
$5K ﹤0.01%
+96
371
$5K ﹤0.01%
64
-1,566
372
$5K ﹤0.01%
60
-440
373
$5K ﹤0.01%
+137
374
$5K ﹤0.01%
+56
375
$5K ﹤0.01%
+110
13 14
15
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