EWM
Elite Wealth Management Portfolio holdings
AUM
$304M
1-Year Return
27.73%
This Quarter Return
+8.42%
1 Year Return
+27.73%
3 Year Return
+45.54%
5 Year Return
+66.99%
10 Year Return
–
AUM
$136M
AUM Growth
+$22.6M
(+20%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
11.15%
Top 10 Holdings %
Top 10 Hldgs %
48.96%
Holding
947
New
450
Increased
103
Reduced
85
Closed
95
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
+$3.84M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$3.27M |
| 3 |
Philip Morris
PM
|
+$2.77M |
| 4 |
Walt Disney
DIS
|
+$2.68M |
| 5 |
Ford
F
|
+$2.65M |
Top Sells
| 1 |
Pfizer
PFE
|
+$2.65M |
| 2 |
NOV
NOV
|
+$2.19M |
| 3 |
Allstate
ALL
|
+$1.92M |
| 4 |
RTX Corp
RTX
|
+$1.9M |
| 5 |
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% |
