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EWM

Elite Wealth Management Portfolio holdings

AUM $308M
1-Year Est. Return 30.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.88%
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
376
$5K ﹤0.01%
+49
377
$5K ﹤0.01%
+122
378
$5K ﹤0.01%
200
379
$5K ﹤0.01%
250
-1,900
380
$5K ﹤0.01%
+100
381
$5K ﹤0.01%
+51
382
$5K ﹤0.01%
+96
383
$5K ﹤0.01%
64
-1,566
384
$5K ﹤0.01%
60
-440
385
$5K ﹤0.01%
+115
386
$5K ﹤0.01%
+75
387
$5K ﹤0.01%
+114
388
$5K ﹤0.01%
54
-2,144
389
$5K ﹤0.01%
+495
390
$5K ﹤0.01%
409
391
$5K ﹤0.01%
+56
392
$5K ﹤0.01%
+110
393
$5K ﹤0.01%
+34
394
$4K ﹤0.01%
+200
395
$4K ﹤0.01%
+433
396
$4K ﹤0.01%
+74
397
$4K ﹤0.01%
+93
398
$4K ﹤0.01%
33
399
$4K ﹤0.01%
+45
400
$4K ﹤0.01%
+46
14 15
16
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