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
376
$5K ﹤0.01%
200
377
$5K ﹤0.01%
+100
378
$5K ﹤0.01%
+51
379
$5K ﹤0.01%
+96
380
$5K ﹤0.01%
64
-1,566
381
$5K ﹤0.01%
60
-440
382
$5K ﹤0.01%
+115
383
$5K ﹤0.01%
+75
384
$5K ﹤0.01%
+114
385
$5K ﹤0.01%
54
-2,144
386
$5K ﹤0.01%
+495
387
$5K ﹤0.01%
409
388
$5K ﹤0.01%
+38
389
$5K ﹤0.01%
+50
390
$5K ﹤0.01%
+200
391
$5K ﹤0.01%
231
392
$5K ﹤0.01%
+137
393
$5K ﹤0.01%
+56
394
$5K ﹤0.01%
+110
395
$5K ﹤0.01%
250
-1,900
396
$4K ﹤0.01%
+93
397
$4K ﹤0.01%
33
398
$4K ﹤0.01%
+45
399
$4K ﹤0.01%
+46
400
$4K ﹤0.01%
+810
14 15
16
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