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
$113M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$2.53M
3 +$2.37M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.04M
5
NOV icon
NOV
NOV
+$1.94M

Top Sells

1 +$4.41M
2 +$1.05M
3 +$893K
4
PX
Praxair Inc
PX
+$872K
5
RTN
Raytheon Company
RTN
+$865K

Sector Composition

1 Technology 21.08%
2 Consumer Staples 9.75%
3 Consumer Discretionary 6.78%
4 Healthcare 5.97%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
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+26
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29
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406
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20
+19
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0
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-1,444
409
-10,000
410
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412
-21,013
413
$0 ﹤0.01%
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414
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$0 ﹤0.01%
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416
-1,268